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iShares 25+ Year Treasury STRIPS Bd ETF GOVZ

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

Morningstar’s Analysis GOVZ

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares 25+ Year Treasury STRIPS Bd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GOVZ

More GOVZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Treasury Bond Stripped Principal Payment 0%

10.22 31.0 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

9.08 27.5 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

8.90 27.0 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

6.59 20.0 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

6.48 19.6 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.92 17.9 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

5.25 15.9 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

4.85 14.7 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

4.68 14.2 Mil
Government

U.S. Treasury Bond Stripped Principal Payment 0%

4.52 13.7 Mil
Government