Morningstar

iShares Short Duration High Yield Muni Active ETF SHYM

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

Morningstar’s Analysis SHYM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Short Duration HY Muni 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SHYM

More SHYM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

5.11 40M
Cash and Equivalents

DELAWARE ST 5%

2.08 16M
municipal

PUERTO RICO COMWLTH 0%

1.88 15M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

1.47 12M
municipal

ATLANTA GA WTR & WASTEWTR REV 5%

1.44 11M
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5%

1.31 10M
municipal

METROPOLITAN PIER & EXPOSITION AUTH ILL REV 4%

1.26 10M
municipal

DENVER COLO CITY & CNTY SPL FACS ARPT REV 5%

1.24 10M
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 5.25%

1.23 10M
municipal

CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK REV 12%

1.15 9M
municipal

Sponsor Center