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Morningstar

iShares High Yield Bond Factor ETF HYDB

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

Morningstar’s Analysis HYDB

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

People Pillar

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

A sound investment process and strong management team underpin iShares High Yield Bond Factor 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 HYDB

More HYDB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 259
  • Other Holdings 3
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coinbase Global Inc 3.375%

0.94
2,669,812
Corporate

Carnival Corporation 7.625%

0.91
2,571,225
Corporate

Royal Caribbean Group 5.5%

0.86
2,424,152
Corporate

Resorts World Las Vegas LLC / RWLV Capital Inc. 4.625%

0.81
2,301,186
Corporate

Frontier Communications Parent Inc 6.75%

0.76
2,154,812
Corporate

UPC Broadband Finco B.V. 4.875%

0.76
2,144,840
Corporate

MPH Acquisition Holdings LLC 5.5%

0.76
2,144,002
Corporate

United Air Lines, Inc. 4.625%

0.76
2,141,470
Corporate

Weatherford International Ltd Bermuda 8.625%

0.76
2,140,197
Corporate

Nexstar Media Inc. 4.75%

0.76
2,139,308
Corporate