Morningstar

BlackRock Long-Term U.S. Equity ETF BELT

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

Morningstar’s Analysis BELT

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

  • People Pillar

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

BlackRock Long-Term U.S. Equity ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

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 BELT

More BELT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.13 1.4 Mil
Technology

Meta Platforms Inc Class A

8.67 894,105
Communication Services

Alphabet Inc Class C

7.38 761,258
Communication Services

Mastercard Inc Class A

6.69 689,968
Financial Services

Novo Nordisk AS ADR

5.97 616,012
Healthcare

Trane Technologies PLC Class A

5.21 537,416
Industrials

S&P Global Inc

5.18 534,245
Financial Services

Cadence Design Systems Inc

4.63 477,662
Technology

Ingersoll Rand Inc

4.23 436,198
Industrials

Intuitive Surgical Inc

3.92 404,290
Healthcare

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