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Morningstar

iShares U.S. Fixed Inc Bal Rsk Sysmc 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.

A strong management team and sound investment process underpin iShares U.S. Fixed Inc Bal Rsk Sysmc ETF's Morningstar Medalist Rating of Silver.

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 FIBR

More FIBR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

8.29 5.3 Mil
—

Us 5Yr Note Jun 24

7.10 4.5 Mil
Government

Federal National Mortgage Association 2%

5.12 3.3 Mil
Securitized

Federal National Mortgage Association 2.5%

3.75 2.4 Mil
Securitized

Federal National Mortgage Association 3.5%

1.44 922,539
Securitized

Federal National Mortgage Association 3%

1.32 843,140
Securitized

Federal National Mortgage Association 2%

1.21 772,540
Securitized

Federal National Mortgage Association 4%

1.00 639,815
Securitized

Us 2Yr Note Jun 24

0.95 609,820
Government

Government National Mortgage Association 2.5%

0.92 586,176
Securitized