Skip to Content
Morningstar

iShares Fallen Angels USD Bond ETF FALN

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

Morningstar’s Analysis FALN

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Fallen Angels USD Bond ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FALN

More FALN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vodafone Group PLC 7%

2.96 50.1 Mil
Corporate

Western Digital Corp. 4.75%

2.52 42.7 Mil
Corporate

Newell Brands Inc. 5.7%

2.02 34.1 Mil
Corporate

UniCredit S.p.A. 7.296%

1.69 28.7 Mil
Corporate

Dresdner Funding Trust I 8.151%

1.69 28.6 Mil
Corporate

Resorts World Las Vegas LLC / RWLV Capital Inc. 4.625%

1.39 23.4 Mil
Corporate

UniCredit S.p.A. 5.861%

1.31 22.2 Mil
Corporate

Equitrans Midstream Corporation 5.5%

1.30 22.0 Mil
Corporate

Rogers Communications Inc. 5.25%

1.13 19.1 Mil
Corporate

Topaz Solar Farms LLC 5.75%

1.11 18.8 Mil
Corporate