Skip to Content
Morningstar

iShares Investment Grade Bond Factor ETF IGEB

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IGEB

Will IGEB 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 IGEB’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

An upgrade in its Process Pillar rating is the primary driver of iShares Investment Grade Bond Factor ETF's upgrade to a Morningstar Medalist Rating of Gold from Silver.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IGEB

More IGEB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 405
  • Other Holdings 12
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.66
1,620,000
Cash and Equivalents

HSBC Holdings PLC 3.97%

0.55
1,341,616
Corporate

JPMorgan Chase & Co. 4.6%

0.53
1,311,346
Corporate

Targa Resources Partners LP/Targa Resources Finance Corp. 4.88%

0.53
1,308,549
Corporate

The Charles Schwab Corporation 5.38%

0.53
1,300,856
Corporate

Manufacturers & Traders Trust Co. 4.7%

0.53
1,300,781
Corporate

TransCanada Trust 5.3%

0.52
1,289,152
Corporate

Ares Capital Corporation 3.88%

0.52
1,282,408
Corporate

The Bank of New York Mellon Corporation 4.63%

0.52
1,279,241
Corporate

Enterprise Products Operating LLC 5.25%

0.52
1,278,695
Corporate