Morningstar

iShares US High Yield Bond ETF CADH XHY

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

Morningstar’s Analysis XHY

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares US High Yield Bond ETF CADH's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHY

More XHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

USD/CAD Purchased

95.38 405.6 Mil
Derivative

USD/CAD Purchased

3.66 15.6 Mil
Derivative

USD/CAD Purchased

3.04 12.9 Mil
Derivative

USD/CAD Purchased

1.00 4.3 Mil
Derivative

USD/CAD Purchased

0.94 4.0 Mil
Derivative

USD/CAD Purchased

0.57 2.4 Mil
Derivative

USD/CAD Purchased

0.47 2.0 Mil
Derivative

USD/CAD Purchased

0.47 2.0 Mil
Derivative

Medline Borrower LP 3.875%

0.41 1.7 Mil
Corporate

DISH Network Corporation 11.75%

0.40 1.7 Mil
Corporate

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