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

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Morningstar’s Analysis BALI

Will BALI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Options income with upside.

Director Bryan Armour

Bryan Armour

Director

Summary

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

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Portfolio Holdings BALI

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.5599M
Technology

NVIDIA Corp

6.4597M
Technology

Cash Offset

6.3996M
—

Microsoft Corp

5.7186M
Technology

Amazon.com Inc

3.5453M
Consumer Cyclical

BlackRock Cash Funds Treasury SL Agency

3.1147M
Cash and Equivalents

Alphabet Inc Class A

2.1833M
Communication Services

Alphabet Inc Class C

2.0431M
Communication Services

Berkshire Hathaway Inc Class B

1.9830M
Financial Services

Broadcom Inc

1.9329M
Technology

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