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Morningstar

iShares High Yield Systematic Bond 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 Systematic Bond ETF's Morningstar Medalist Rating of Gold.

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 HYDB

More HYDB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.43 7.7 Mil
Cash and Equivalents

Bausch Health Companies Inc. 6.13%

0.87 4.7 Mil
Corporate

Resorts World Las Vegas LLC / RWLV Capital Inc. 4.63%

0.84 4.5 Mil
Corporate

Coinbase Global Inc 3.38%

0.84 4.5 Mil
Corporate

Royal Caribbean Group 5.5%

0.82 4.4 Mil
Corporate

Spirit AeroSystems Inc 9.75%

0.80 4.3 Mil
Corporate

Frontier Communications Parent Inc 6.75%

0.78 4.2 Mil
Corporate

Nordstrom, Inc. 5%

0.77 4.2 Mil
Corporate

Carnival Corporation 6%

0.76 4.1 Mil
Corporate

Civitas Resources Inc 8.75%

0.76 4.1 Mil
Corporate