HYGW – iShares High Yld Crp Bd Buywrt Stgy ETF – ETF Stock Quote | Morningstar

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Will HYGW outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HYGW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

An upgrade in its Process Pillar rating is the primary driver of iShares High Yld Crp Bd Buywrt Stgy ETF's upgrade to a Morningstar Medalist Rating of Bronze from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Apr 30, 2024 Published on Apr 30, 2024

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Current Portfolio Date May 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 99.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares iBoxx $ High Yield Corp Bd ETF	99.13	57.6 Mil	—
BlackRock Cash Funds Treasury SL Agency	1.03	600,000	Cash and Equivalents
Us Dollar	0.00	−878	Cash and Equivalents
Ishares Hyg Jun24 77 Call	−0.16	−94,283	—

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