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iShares Preferred&Income Securities ETF PFF

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis PFF

Will PFF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PFF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PFF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin iShares Preferred& Income Securities ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PFF

More PFF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-

2.24 316.9 Mil
Financial Services

Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4

1.75 247.5 Mil
Financial Services

Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St

1.69 239.0 Mil
Basic Materials

BlackRock Cash Funds Treasury SL Agency

1.42 200.3 Mil
Cash and Equivalents

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

1.26 177.9 Mil
Financial Services

Apollo Global Management Inc 6.75% PRF CONVERT 31/07/2026 USD 50 - Ser A

1.22 172.7 Mil
Financial Services

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

1.19 168.7 Mil
Utilities

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

0.99 140.4 Mil
Financial Services

JPMorgan Chase & Co Pfd

0.90 126.5 Mil
Financial Services

AT&T Inc 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

0.89 125.6 Mil
Communication Services