1497 – iShares USD High Yld Corp Bd JPY Hdg ETF – ETF Stock Quote | Morningstar

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Will 1497 outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 1497’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the 1497 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 1497’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin iShares USD High Yld Corp Bd JPY Hdg ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 24, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 98.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares iBoxx $ High Yield Corp Bd ETF	98.59	19.3 Bil	—
USD/JPY Purchased	95.95	18.7 Bil	Derivative
USD/JPY Purchased	4.63	904.6 Mil	Derivative
USD/JPY Purchased	0.96	188.3 Mil	Derivative
USD/JPY Purchased	0.25	49.7 Mil	Derivative
USD/JPY Purchased	0.00	17,472	Derivative
USD/JPY Sold	0.00	0	Derivative
USD/JPY Sold	0.00	0	Derivative
USD/JPY Sold	0.00	0	Derivative
USD/JPY Sold	0.00	0	Derivative

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