XJH Profile
The iShares ESG Screened S&P Mid-Cap ETF aims to replicate the performance of the S&P MidCap 400 Sustainability Screened Index. This index focuses on mid-capitalization U.S. equities, selecting companies that meet specific environmental, social, and governance (ESG) criteria. It excludes firms engaged in controversial business activities and those with significant controversies, as determined by S&P Dow Jones Indices LLC. The ETF provides investors with exposure to mid-cap companies that adhere to sustainable and responsible business practices, aligning with broader ESG investment goals.
The fund utilizes a representative sampling indexing strategy to achieve its investment objectives. This approach involves selecting a subset of securities that collectively reflect the characteristics of the index, including its ESG criteria. By investing in a diversified portfolio of mid-cap stocks that meet the index's sustainability standards, the ETF offers a targeted exposure to a segment of the U.S. equity market that emphasizes corporate responsibility and ethical practices.
The S&P MidCap 400 Sustainability Screened Index is designed to capture the performance of mid-sized U.S. companies while excluding those involved in controversial sectors such as tobacco, firearms, and fossil fuels, as well as those with substantial negative ESG controversies. This focus on sustainability and ethical practices ensures that the fund’s investments are aligned with environmental and social values, providing investors with a means to support responsible corporate behavior while seeking potential returns.
Investors in the iShares ESG Screened S&P Mid-Cap ETF benefit from exposure to a carefully selected group of mid-cap companies that meet rigorous ESG standards. The ETF’s strategy aligns with growing investor demand for sustainable investment options that prioritize long-term value creation and positive social impact. By adhering to the sustainability criteria of the index, the fund aims to deliver performance that reflects both financial and ethical considerations in the mid-cap equity space.
|
