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Morningstar

iShares Inflation Hedged Hgh Yld Bd ETF HYGI

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

Morningstar’s Analysis HYGI

Will HYGI 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 HYGI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HYGI 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 HYGI’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares Inflation Hedged Hgh Yld Bd ETF boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYGI

More HYGI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

3.50 90,397
Cash and Equivalents

Cash Collateral Usd Xbnpu

1.90 49,000
Cash and Equivalents

Medline Borrower LP 3.88%

0.39 10,028
Corporate

DISH Network Corporation 11.75%

0.38 9,903
Corporate

Tibco Software Inc 6.5%

0.38 9,844
Corporate

Cloud Software Group Inc. 9%

0.37 9,654
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.88%

0.35 9,014
Corporate

HUB International Ltd. 7.25%

0.33 8,611
Corporate

Venture Global LNG Inc. 9.5%

0.33 8,542
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.31 7,957
Corporate