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iShares Convertible Bond ETF ICVT

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ICVT

Will ICVT outperform in future?

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

Decreased confidence in iShares Convertible Bond ETF's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Silver from Gold.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings ICVT

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alibaba Group Holding Ltd. 0.5%

1.87 36.6 Mil
Corporate

Royal Caribbean Group 6%

1.52 29.9 Mil
Corporate

Palo Alto Networks Inc 0.38%

1.43 28.0 Mil
Corporate

Western Digital Corp. 3%

1.12 21.9 Mil
Corporate

Microstrategy Incorporated 0.75%

1.06 20.9 Mil
Corporate

Ford Motor Company 0%

1.01 19.8 Mil
Corporate

PG&E Corporation 4.25%

0.97 19.1 Mil
Corporate

Seagate HDD Cayman 3.5%

0.90 17.5 Mil
Corporate

DISH Network Corporation 3.38%

0.84 16.4 Mil
Corporate

Uber Technologies Inc 0.88%

0.83 16.4 Mil
Corporate