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Morningstar

iShares Convertible Bond ETF ICVT

Morningstar Medalist Rating
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.

Process Pillar

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

People Pillar

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

A sound investment process and strong management team underpin iShares Convertible 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ICVT

More ICVT Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 4
  • Other Holdings 326
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc 0.38%

2.19
30,271,167
Corporate

Royal Caribbean Group 6%

1.11
15,291,433
Corporate

Ford Motor Company 0%

1.10
15,274,237
Corporate

Rivian Automotive Inc 4.63%

1.08
14,960,393
Corporate

MongoDB Inc. 0.25%

0.96
13,329,672
Corporate

PDD Holdings Inc. 0%

0.96
13,280,941
Corporate

Airbnb Inc 0%

0.87
11,982,882
Corporate

Duke Energy Corp 4.13%

0.83
11,436,084
Corporate

Southern Co. 3.88%

0.82
11,393,412
Corporate

DISH Network Corporation 3.38%

0.81
11,249,160
Corporate