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iShares Investment Grade Systmtc Bd 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.

A sound investment process and strong management team underpin iShares Investment Grade Systmtc Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IGEB

More IGEB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enterprise Products Operating LLC 5.25%

0.54 3.5 Mil
Corporate

TransCanada Trust 5.3%

0.53 3.4 Mil
Corporate

American Express Company 3.55%

0.53 3.4 Mil
Corporate

ArcelorMittal S.A. 6.8%

0.51 3.3 Mil
Corporate

Capital One Financial Corp. 7.62%

0.51 3.3 Mil
Corporate

The Bank of New York Mellon Corp. 4.63%

0.51 3.3 Mil
Corporate

Wells Fargo & Co. 3.9%

0.51 3.3 Mil
Corporate

The Charles Schwab Corporation 4%

0.50 3.2 Mil
Corporate

MetLife Inc. 3.85%

0.50 3.2 Mil
Corporate

Wells Fargo & Co. 5.5%

0.50 3.2 Mil
Corporate