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iShares BB Rated Corporate Bond ETF HYBB

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

Morningstar’s Analysis HYBB

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares BB Rated Corporate Bond ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYBB

More HYBB 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

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

0.55 2.1 Mil
Corporate

Venture Global LNG Inc. 9.5%

0.54 2.0 Mil
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

0.47 1.8 Mil
Corporate

Intelsat Jackson Holdings SA 6.5%

0.46 1.8 Mil
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

0.45 1.7 Mil
Corporate

Venture Global LNG Inc. 8.375%

0.38 1.5 Mil
Corporate

Carnival Corporation 4%

0.37 1.4 Mil
Corporate

Venture Global LNG Inc. 8.125%

0.37 1.4 Mil
Corporate

Western Digital Corp. 4.75%

0.36 1.4 Mil
Corporate

GTCR W-2 Merger Sub LLC 7.5%

0.36 1.4 Mil
Corporate