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Morningstar

iShares Convertible Bond ETF ICVT

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

Morningstar’s Analysis ICVT

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

  • People Pillar

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

Decreased confidence in iShares Convertible Bond ETF's prospects relative to its Morningstar Category peers results in 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 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 ICVT

More ICVT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alibaba Group Holding Ltd. 0.5%

1.86 36.8 Mil
Corporate

Royal Caribbean Group 6%

1.55 30.7 Mil
Corporate

Palo Alto Networks Inc 0.38%

1.45 28.6 Mil
Corporate

Western Digital Corp. 3%

1.14 22.5 Mil
Corporate

Microstrategy Incorporated 0.75%

1.09 21.5 Mil
Corporate

Ford Motor Company 0%

1.00 19.8 Mil
Corporate

PG&E Corporation 4.25%

0.97 19.1 Mil
Corporate

Seagate HDD Cayman 3.5%

0.90 17.7 Mil
Corporate

Uber Technologies Inc 0.88%

0.86 16.9 Mil
Corporate

DISH Network Corporation 3.38%

0.82 16.3 Mil
Corporate