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iShares Floating Rate Bond ETF FLOT

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

Morningstar’s Analysis FLOT

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

  • People Pillar

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

Decreased confidence in iShares Floating Rate Bond ETF's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Silver from Gold.

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 FLOT

More FLOT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Bank for Reconstruction & Development 21.69%

1.50 111.8 Mil
Government

International Bank for Reconstruction & Development 5.7%

1.43 106.6 Mil
Government

European Bank For Reconstruction & Development 6.01%

1.30 96.6 Mil
Government

International Bank for Reconstruction & Development 5.82%

1.17 86.9 Mil
Government

International Bank for Reconstruction & Development 5.65%

1.13 84.0 Mil
Government

Inter-American Development Bank 5.51%

1.12 83.6 Mil
Government

Asian Development Bank 6.49%

0.87 64.7 Mil
Government

Kommunalbanken AS 6.34%

0.85 62.9 Mil
Government

International Bank for Reconstruction & Development 5.63%

0.82 61.3 Mil
Government

Inter-American Development Bank 5.52%

0.79 59.0 Mil
Government