CRSP ISS US Large Cap ESG index
1 year return
+13.84%1,486.42
The CRSP ISS US Large Cap ESG Index measures the performance of large-cap US companies with strong environmental, social, and governance (ESG) practices as ranked by Institutional Shareholder Services Inc. (ISS). It is designed to provide exposure to companies that meet specific ISS ESG criteria, making it a popular choice for investors wanting to invest in companies focused on sustainability. The index contains the top half of companies in CRSP Large Cap based on their ISS ESG Performance scores assessing the environmental, social, and governance performance of the corporate issuers.
Historical tax loss rate29.05%
A $100k investment on Oct 1, 2021 would've harvested $29,047 in losses by May 1, 2025.
Positions
Sectors
Information Technology
48.4%Health Care
14.4%Telecommunication Services
10.5%Industrials
6.7%Financials
6.7%Consumer Discretionary
5.7%Consumer Staples
3.2%Real Estate
2.2%Materials
1.6%Utilities
0.4%Energy
0.2%Fees & minimums
Annual fee0.25%
Minimum investment$20,000.00
Comparison ETF
ESGU
iShares ESG Aware MSCI USA ETF
Expense ratio0.15%
Since there are no ETFs that track the CRSP ISS US Large Cap ESG index, we use a close alternative ETF (ESGU) to benchmark performance. This may result in higher tracking error.
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of