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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.

A sound investment process and strong management team underpin iShares Convertible Bond 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 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 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc 0.375%

1.78 32.5 Mil
Corporate

Royal Caribbean Group 6%

1.33 24.3 Mil
Corporate

Western Digital Corp. 3%

1.09 19.9 Mil
Corporate

Microstrategy Incorporated 0.75%

1.07 19.6 Mil
Corporate

Ford Motor Company 0%

1.02 18.7 Mil
Corporate

PG&E Corporation 4.25%

0.96 17.5 Mil
Corporate

Uber Technologies Inc 0.875%

0.93 16.9 Mil
Corporate

Global Payments Inc 1.5%

0.89 16.2 Mil
Corporate

MongoDB Inc. 0.25%

0.88 16.1 Mil
Corporate

Airbnb Inc 0%

0.81 14.8 Mil
Corporate