iShares MSCI KLD 400 Social ETF
Fund offered by:
BlackRock/iShares
Ticker: DSIsocially responsible
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$895.6 MILLION
Prison industrial complex
16
flagged holdings
23%
of assets flagged
Data as of 10/29/21
Flagged investments:
$895.6 MILLION, 23% of assets
Higher risk:
$9.02 MILLION, 0.23% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
8
holdings
$461.69M
invested
12%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$867.36M
invested
23%
of portfolio
All flagged holdings
16 holdings
16 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $409.99M
    11%
  • 2.  Alphabet Inc Class A
    Border industry
    $153.91M
    4.01%
  • 3.  Alphabet Inc Class C
    Border industry
    $149.26M
    3.89%
  • 4.  Salesforce.com Inc
    Border industry
    $50.31M
    1.31%
  • 5.  Accenture PLC Class A
    Border industry
    $39.4M
    1.03%
Higher risk
Private prison operator
See all
iShares MSCI KLD 400 Social ETF $DSI has $895.6 MILLION invested in 16 companies involved in the prison industrial complex, amounting to 23% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on DSI at Morningstar.com
Current fund
DSI
iShares MSCI KLD 400 Social ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.14% more in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.12% more invested
Less invested in higher risk companies, border industry 
0.83% less invested
Less invested in higher risk companies 
0.83% less invested
Less invested in all screened prison industry companies 
4.49% less invested
More invested in all screened border industry companies 
0.73% more invested
Less invested in all screened companies 
1.68% less invested
Current fund
DSI
iShares MSCI KLD 400 Social ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.14% more in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.12% more invested
Less invested in higher risk companies, border industry 
0.83% less invested
Less invested in higher risk companies 
0.83% less invested
Less invested in all screened prison industry companies 
4.49% less invested
More invested in all screened border industry companies 
0.73% more invested
Less invested in all screened companies 
1.68% less invested
Current fund
DSI
iShares MSCI KLD 400 Social ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.14% more in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.12% more invested
Less invested in higher risk companies, border industry 
0.83% less invested
Less invested in higher risk companies 
0.83% less invested
Less invested in all screened prison industry companies 
4.49% less invested
More invested in all screened border industry companies 
0.73% more invested
Less invested in all screened companies 
1.68% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
DSI - iShares MSCI KLD 400 Social ETF
47%
24%
20%
16%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0% 
Fund compared to benchmark
 
4.42%
2.98%
1.13%
0.14%
Same
Find more financial data on DSI at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
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