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SUSA: A More Aggressive ESG Fund With Disappointing Growth And Quality Features
SUSA is an ESG-focused fund tracking the performance of U.S. large- and mid-cap stocks. Its expense ratio is 0.25% and the fund has $3.87 billion in assets under management. Index constraints limit each security's weight to 5%, meaning mega-cap growth stocks like Apple, Microsoft, and Nvidia have reduced weightings. The Index also removes companies involved in controversial business activities like civilian firearms, nuclear power, gambling, and fossil fuel extraction, among others.
Seekingalpha | 1 year ago
