Morningstar

iShares Broad USD Investment Grade Corporate Bond ETF USIG

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

Morningstar’s Analysis USIG

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

  • People Pillar

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

An efficient approach to the investment-grade corporate bond market.

Director Bryan Armour

Bryan Armour

Director

Summary

IShares Broad USD Investment Grade Corporate Bond ETF provides broad exposure to investment-grade corporate bonds at a rock-bottom fee, which should lead to attractive risk-adjusted returns relative to peers over the long haul.

by Bryan Armour
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings USIG

More USIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.22 39M
Cash and Equivalents

Sopaipilla Investor LLC 7.534%

0.11 20M
Corporate

Eagle Funding Luxco S.a.r.l. 5.5%

0.08 15M
Corporate

Bank of America Corp. 3.419%

0.08 15M
Corporate

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.08 14M
Corporate

Charter Communications Operating, LLC/Charter Communications Operating Capi

0.08 14M
Corporate

T-Mobile USA, Inc. 3.875%

0.07 12M
Corporate

Space Exploration Technologies Corp. 5.35%

0.07 12M
Corporate

CVS Health Corp 5.05%

0.07 11M
Corporate

Goldman Sachs Group, Inc. 4.148%

0.06 11M
Corporate

Sponsor Center