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Morningstar

BlackRock Short Duration Bond ETF NEAR

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

Morningstar’s Analysis NEAR

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

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock Short Duration Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NEAR

More NEAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Sep 24

34.37 1.0 Bil
Government

United States Treasury Notes 4.625%

15.25 454.4 Mil
Government

United States Treasury Notes 4.25%

4.50 134.1 Mil
Government

United States Treasury Notes 4.625%

4.07 121.4 Mil
Government

United States Treasury Notes 4.5%

3.99 118.8 Mil
Government

EUR/USD Purchased

3.27 97.4 Mil
Derivative

United States Treasury Notes 4.25%

3.01 89.8 Mil
Government

United States Treasury Notes 4%

2.86 85.2 Mil
Government

United States Treasury Notes 4.125%

2.79 83.2 Mil
Government

BlackRock Cash Funds Treasury SL Agency

2.31 68.8 Mil
Cash and Equivalents