Morningstar

iShares € Corp Bond 0-3yr ESG SRI UCITS ETF EUR (Acc) IE3E

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Morningstar’s Analysis IE3E

Will IE3E 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 IE3E’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IE3E 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 IE3E’s parent organization’s priorities and whether they’re in line with investors’ interests.

Low-cost access to short-dated corporate bonds from ESG-compliant issuers.

Senior Principal Jose Garcia-Zarate

Jose Garcia-Zarate

Senior Principal

Summary

Maturity-segmented corporate bond funds can be used as complements to core holdings with the objective of modulating the duration of the credit bucket of a portfolio. From that perspective, the accuracy of the duration metrics of, in this case, short-dated bond passive funds makes them ideal options to achieve this goal with precision and with the knowledge that the portfolio manager is going to keep turnover and transaction costs at a bare minimum.

by Jose Garcia-Zarate
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Portfolio Holdings IE3E

More IE3E Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blk Ics Eur As Liq EnvirtlyAwrAgcyAccTo€

1.04 49M
—

JPMorgan Chase & Co. 1.963%

0.21 10M
Corporate

Banco Santander SA 3.25%

0.20 10M
Corporate

JPMorgan Chase & Co. 1.638%

0.20 9M
Corporate

Axa SA 3.25%

0.20 9M
Corporate

Goldman Sachs Group, Inc. 3.643%

0.20 9M
Corporate

Microsoft Corp. 3.125%

0.19 9M
Corporate

Credit Agricole S.A. 2.625%

0.18 9M
Corporate

Morgan Stanley 4.656%

0.18 8M
Corporate

Wells Fargo & Co. 2.766%

0.17 8M
Corporate

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