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Morningstar

iShares 0-5 Year High Yield Corp Bd ETF SHYG

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

Morningstar’s Analysis SHYG

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

People Pillar

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

A sound investment process and strong management team underpin iShares 0-5 Year High Yield Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 SHYG

More SHYG Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 890
  • Other Holdings 7
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.58
75,960,000
Cash and Equivalents

TransDigm, Inc. 6.25%

0.70
33,665,242
Corporate

DISH Network Corporation 11.75%

0.56
26,990,129
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

0.55
26,586,715
Corporate

Caesars Entertainment Inc New 6.25%

0.54
26,178,565
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.50
24,206,031
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5.125%

0.50
24,037,632
Corporate

Mauser Packaging Solutions Holding Co. 7.875%

0.45
21,866,225
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

0.44
21,116,298
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.42
20,317,644
Corporate