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Morningstar

iShares U.S. Fixed Inc Bal Rsk Fac ETF FIBR

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

Morningstar’s Analysis FIBR

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in iShares U.S. Fixed Inc Bal Rsk Fac ETF's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral. 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 FIBR

More FIBR Holdings
  • Current Portfolio Date May 26, 2023
  • Equity Holdings 0
  • Bond Holdings 798
  • Other Holdings 30
  • % Assets in Top 10 Holdings −8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

11.87
7,423,523
—

Federal National Mortgage Association 2%

6.43
4,021,266
Securitized

Us 5Yr Note Sep 23

6.40
4,002,648
Government

Federal National Mortgage Association 2.5%

3.95
2,468,417
Securitized

BlackRock Cash Funds Instl SL Agency

2.45
1,530,023
Cash and Equivalents

Federal National Mortgage Association 3.5%

1.99
1,244,394
Securitized

Government National Mortgage Association 3%

1.35
843,898
Securitized

Federal National Mortgage Association 3%

1.12
698,521
Securitized

Federal National Mortgage Association 4.5%

1.08
677,482
Securitized

Government National Mortgage Association 2.5%

1.07
666,917
Securitized