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Morningstar

iShares 0-5 Year High Yield Corp Bd ETF SHYG

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

Morningstar’s Analysis SHYG

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares 0-5 Year High Yield Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHYG

More SHYG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.85 48.9 Mil
Cash and Equivalents

DISH Network Corporation 11.75%

0.54 31.0 Mil
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.88%

0.52 29.8 Mil
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.46 26.7 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.13%

0.46 26.5 Mil
Corporate

Tibco Software Inc 6.5%

0.40 23.0 Mil
Corporate

Mauser Packaging Solutions Holding Co. 7.88%

0.40 22.9 Mil
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.39 22.6 Mil
Corporate

Venture Global LNG Inc. 9.5%

0.38 22.1 Mil
Corporate

TransDigm, Inc. 5.5%

0.38 21.9 Mil
Corporate