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iShares Aaa - A Rated Corporate Bond ETF QLTA

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

Morningstar’s Analysis QLTA

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

  • People Pillar

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

Strength in iShares Aaa-A Rated Corporate Bond ETF's People Pillar is partially offset by an Average Process Pillar rating, leading 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QLTA

More QLTA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.40 5.4 Mil
Cash and Equivalents

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.28 3.8 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.18 2.4 Mil
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.7%

0.18 2.4 Mil
Corporate

Goldman Sachs Group, Inc. 1.95%

0.17 2.3 Mil
Corporate

Citigroup Inc. 5.17%

0.16 2.1 Mil
Corporate

Pfizer Investment Enterprises Pte Ltd. 4.75%

0.14 1.9 Mil
Corporate

Anheuser-Busch InBev Worldwide Inc. 5.55%

0.14 1.9 Mil
Corporate

Citigroup Inc. 3.79%

0.14 1.9 Mil
Corporate

AbbVie Inc. 3.2%

0.14 1.9 Mil
Corporate