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Morningstar

iShares Floating Rate Bond ETF FLOT

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

Morningstar’s Analysis FLOT

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Floating Rate Bond ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLOT

More FLOT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Bank for Reconstruction & Development 6.59312%

1.52 110.8 Mil
Government

International Bank for Reconstruction & Development 5.68827%

1.45 106.1 Mil
Government

European Bank For Reconstruction & Development 6.92647%

1.32 96.1 Mil
Government

International Bank for Reconstruction & Development 5.93045%

1.19 86.5 Mil
Government

International Bank for Reconstruction & Development 5.64267%

1.13 82.3 Mil
Government

Inter-American Development Bank 5.50267%

1.12 81.9 Mil
Government

Asian Development Bank 6.57626%

0.88 64.4 Mil
Government

Kommunalbanken AS 6.33267%

0.86 62.7 Mil
Government

International Bank for Reconstruction & Development 5.61058%

0.83 60.9 Mil
Government

Inter-American Development Bank 5.6792%

0.82 59.5 Mil
Government