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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.

A sound investment process and strong management team underpin iShares Convertible Bond ETF's Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc 0.375%

1.90 34.7 Mil
Corporate

Royal Caribbean Group 6%

1.42 25.9 Mil
Corporate

Microstrategy Incorporated 0.75%

1.30 23.6 Mil
Corporate

Ford Motor Company 0%

1.01 18.3 Mil
Corporate

Western Digital Corp. 3%

0.98 17.9 Mil
Corporate

Uber Technologies Inc 0.875%

0.93 17.0 Mil
Corporate

PG&E Corporation 4.25%

0.93 17.0 Mil
Corporate

Global Payments Inc 1.5%

0.91 16.6 Mil
Corporate

MongoDB Inc. 0.25%

0.86 15.7 Mil
Corporate

DISH Network Corporation 3.375%

0.83 15.1 Mil
Corporate