Morningstar

BlackRock Floating Rate Loan ETF BRLN

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

Morningstar’s Analysis BRLN

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

  • People Pillar

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

A sound investment process and strong management team underpin BlackRock Floating Rate Loan 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 BRLN

More BRLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

14.45 7.6 Mil
Cash and Equivalents

iShares 0-5 Year High Yield Corp Bd ETF

2.09 1.1 Mil
—

TRSWAP: IBXXLLTR INDEX

1.95 1.0 Mil
—

iShares iBoxx $ High Yield Corp Bd ETF

1.87 978,383
—

iShares Broad USD High Yield Corp Bd ETF

1.44 753,600
—

Ice: (Cdx.Na.Hy.42.V1)

1.00 523,146
Derivative

Citrix (Cloud Software Group Inc) Tl-B

1.00 522,055
Corporate

TRSWAP: IBXXLLTR INDEX

0.97 509,160
—

Dun & Bradstreet (Dun & Bradstreet Tl-B2

0.97 506,997
Corporate

TRSWAP: IBXXLLTR INDEX

0.96 504,563
—

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