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iShares Edge US Fixed Income Bal Rsk ETF FIBR

Analyst rating as of
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Morningstar’s Analysis

Will FIBR outperform in future?

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

This core-plus bond strategy diversifies exposure between credit risk and interest-rate risk.

Summary

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IShares Edge U.S. Fixed Income Balanced Risk ETF FIBR is a solid strategy which balances its exposure to interest-rate and credit risk to improve diversification. This is a sound premise as these factors tend to be negatively correlated. But that gives this portfolio greater downside risk and a higher correlation with U.S. stocks than the Bloomberg Barclays U.S. Universal Bond Index. It isn’t clear that the fund will offer better compensation for that risk over the long term, so it earns a Morningstar Analyst Rating of Neutral.

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