Morningstar

iShares U.S. Large Cap Premium Income Active ETF BALI

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

Morningstar’s Analysis BALI

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

  • People Pillar

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

Income with upside.

Director Bryan Armour

Bryan Armour

Director

Summary

IShares Advantage Large Cap Income ETF delivers yield without limiting upside. Uncapped stock market exposure gives this covered-call strategy a long-term edge over its Morningstar Category peers.

by Bryan Armour
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Portfolio Holdings BALI

More BALI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

15.64 201M
—

NVIDIA Corp

6.89 88M
Technology

Apple Inc

6.40 82M
Technology

Microsoft Corp

4.72 61M
Technology

Amazon.com Inc

3.37 43M
Consumer Cyclical

Alphabet Inc Class A

2.83 36M
Communication Services

BlackRock Cash Funds Treasury SL Agency

2.67 34M
Cash and Equivalents

Alphabet Inc Class C

2.44 31M
Communication Services

Broadcom Inc

2.26 29M
Technology

Costco Wholesale Corp

1.70 22M
Consumer Defensive

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