Morningstar

iShares iBonds 1-5 Year High Yield and Income Ladder ETF LDRH

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

Morningstar’s Analysis LDRH

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares iBonds 1-5 Yr HY and Inc Ldr ETF 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LDRH

More LDRH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares iBonds 2028 Term HY & Inc ETF

20.02 5M
—

iShares iBonds 2030 Term Hi Yld & IncETF

20.00 5M
—

iShares iBonds 2029 Term HY & Inc ETF

20.00 5M
—

iShares® iBonds® 2027 Term HY & Inc ETF

19.97 5M
—

iShares iBonds 2031 Ter Hi Yld AndIncETF

19.82 5M
—

BlackRock Cash Funds Treasury SL Agency

0.71 167,530
Cash and Equivalents

USD CASH

−0.52 −121,990
Cash and Equivalents

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