HYGW – iShares High Yld Crp Bd Buywrt Stgy ETF – ETF Stock Quote | Morningstar

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Will HYGW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HYGW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

iShares High Yld Crp Bd Buywrt Stgy ETF earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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Current Portfolio Date Apr 24, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 99.3

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares iBoxx $ High Yield Corp Bd ETF	100.33	63.8 Mil	—
BlackRock Cash Funds Treasury SL Agency	0.68	430,000	Cash and Equivalents
Us Dollar	0.01	9,177	Cash and Equivalents
Ishares Hyg May24 76 Call	−1.02	−649,239	—

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