Morningstar

iShares Intermediate Muni Income Active ETF INMU

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

Morningstar’s Analysis INMU

Will INMU outperform in the 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 INMU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Intermediate Muni Income Act ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings INMU

More INMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

8.00 52M
Cash and Equivalents

SOUTHERN CALIF PUB PWR AUTH REV 5%

1.36 9M
municipal

TENNESSEE ENERGY ACQUISITION CORP GAS REV 5%

1.03 7M
municipal

AQUARION WTR AUTH CONN WTR SYS REV 5%

0.98 6M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.83 5M
municipal

CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 3.5%

0.80 5M
Cash and Equivalents

CONNECTICUT ST SPL TAX OBLIG REV 5%

0.79 5M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

0.79 5M
municipal

MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 5%

0.78 5M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 5%

0.77 5M
municipal

Sponsor Center