(DSI) iShares MSCI KLD 400 Social - Ratings and Ratios

The iShares MSCI KLD 400 Social ETF (NYSE ARCA: DSI) is an exchange-traded fund designed to track the performance of the MSCI KLD 400 Social Index. The fund invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index that focuses on U.S. companies with strong environmental, social, and governance (ESG) characteristics. It excludes companies involved in industries such as tobacco, firearms, and fossil fuels, aligning with socially responsible investment principles. The index is maintained by MSCI, a leading provider of global equity indices.

As of the latest data, the fund has an average 20-day trading volume of 163,100 shares, with a last price of $101.16. Its short-term technical trend, as indicated by the 20-day simple moving average (SMA), is $98.33, while the 50-day SMA stands at $103.36. The 200-day SMA is $107.09, signaling a potential long-term downtrend. The Average True Range (ATR) of 2.88 reflects moderate volatility in recent trading sessions. The funds assets under management (AUM) total $3,897.02 million, indicating significant investor interest in ESG-focused strategies.

3-Month Forecast: - Near-Term (1 Month): The fund is expected to experience short-term bullish momentum, supported by its recent price movement above the 20-day SMA. However, resistance at the 50-day SMA ($103.36) may cap upside potential. - Medium-Term (2-3 Months): The funds price is likely to face headwinds as it remains below the 50-day and 200-day SMAs, indicating bearish medium-term sentiment. Support levels near $98.33 (20-day SMA) could be tested. - Long-Term Outlook: The funds performance will depend on broader market trends and the continued demand for ESG-focused investments. The AUM of $3.9 billion underscores its stability and investor confidence in the ESG theme.