FlexShares HY Val-Scrd Bd holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
FlexShares® High Yield Value-Scored Bond Index Fund HYGV
Morningstar’s Analysis HYGV
Will HYGV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HYGV 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 HYGV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MPT Operating Partnership LP / MPT Finance Corporation 5% | 1.11 | 12M | Corporate |
1261229 Bc Ltd. 10% | 0.86 | 9M | Corporate |
Tenneco LLC 8% | 0.82 | 9M | Corporate |
Carvana Co 9% | 0.79 | 8M | Corporate |
Moss Creek Resources Holdings Inc 8.25% | 0.68 | 7M | Corporate |
Caesars Entertainment Inc. 6% | 0.67 | 7M | Corporate |
National Mentor Holdings Inc 10.5% | 0.67 | 7M | Corporate |
Nissan Motor Co Ltd. 7.75% | 0.63 | 7M | Corporate |
OneMain Financial Corporation 6.75% | 0.63 | 7M | Corporate |
Carvana Co 9% | 0.59 | 6M | Corporate |
United States