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Morningstar

iM RBA Responsible Global Allocation ETF IRBA

Morningstar Medalist Rating
Medalist Rating as of | See iM Global Investment Hub

Morningstar’s Analysis IRBA

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit iM RBA Responsible Global Allocation ETF to a Morningstar Medalist Rating of Neutral.

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 IRBA

More IRBA Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 98.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares ESG U.S. Aggregate Bond ETF

37.93
3,155,484
—

iShares MSCI Global Sust Dev Goals ETF

17.36
1,443,927
—

Nuveen ESG Large-Cap Value ETF

16.50
1,372,140
—

iShares ESG Aware MSCI EAFE ETF

8.97
745,928
—

WisdomTree U.S. ESG ETF

6.96
579,085
—

iShares ESG Advanced MSCI EAFE ETF

5.09
423,203
—

Vanguard ESG International Stock ETF

3.79
315,049
—

iShares MBS ETF

1.97
164,053
—

Usd

1.44
119,645
Cash and Equivalents