Morningstar

iShares Short Maturity Municipal Bond Active ETF MEAR

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

Morningstar’s Analysis MEAR

Will MEAR outperform in the 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 MEAR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Short Maturity Muni Bd Act ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MEAR

More MEAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ST JAMES PARISH LA REV 3.14%

2.25 31M
municipal

IOWA FIN AUTH MIDWESTERN DISASTER AREA ECONOMIC DEV REV 3.24%

2.18 30M
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%

1.93 26M
municipal

PEFA INC IOWA GAS PROJ REV 5%

1.82 25M
municipal

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

1.73 24M
municipal

BURLINGTON KANS ENVIRONMENTAL IMPT REV 3.1%

1.62 22M
municipal

SOUTH DAKOTA HSG DEV AUTH 2.75%

1.51 21M
municipal

KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 5.25%

1.41 19M
municipal

San Antonio Tx

1.36 18M
municipal

CONNECTICUT ST HSG FIN AUTH HSG MTG FIN PROG 2.8%

1.26 17M
municipal

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