Morningstar

iShares $ Floating Rate Bond UCITS ETF USD (Acc) FLOA

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

Morningstar’s Analysis FLOA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares $ Floating Rate Bd ETF USD Acc holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FLOA

More FLOA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

European Bank For Reconstruction & Development 4.29219%

1.15 65M
Government

European Bank For Reconstruction & Development 4.09397%

1.08 61M
Government

International Bank for Reconstruction & Development 4.3848%

1.03 58M
Government

European Bank For Reconstruction & Development 4.1162%

0.90 51M
Government

Kommunalbanken AS 4.09889%

0.80 45M
Government

Kommunalbanken AS 4.51152%

0.79 45M
Government

International Bank for Reconstruction & Development 4.14304%

0.79 44M
Government

International Bank for Reconstruction & Development 3.98567%

0.78 44M
Government

International Bank for Reconstruction & Development 4.05716%

0.77 43M
Government

International Finance Corp. 4.3446%

0.77 43M
Government

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