Morningstar

iShares Total Return Active ETF BRTR

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

Morningstar’s Analysis BRTR

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

  • People Pillar

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

It would be difficult to bet against a fund with this much firepower.

Senior Principal Eric Jacobson

Eric Jacobson

Senior Principal

Summary

BlackRock Total Return has made adjustments but still benefits from nearly unrivaled scale and expertise.

by Eric Jacobson
Rated on Published on

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Portfolio Holdings BRTR

More BRTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

6.02 44M
—

Federal National Mortgage Association 5.5%

4.96 36M
Securitized

BlackRock Cash Funds Instl SL Agency

4.23 31M
Cash and Equivalents

United States Treasury Bonds 4.75%

4.22 31M
Government

EUR/USD Purchased

3.23 23M
Derivative

United States Treasury Bonds 4%

2.72 20M
Government

Federal National Mortgage Association 3.5%

2.17 16M
Securitized

2Y Rtp 3.850000 21-Oct-2026 2

2.06 15M
—

Federal National Mortgage Association 6.5%

1.85 13M
Securitized

Federal National Mortgage Association 2.5%

1.80 13M
Securitized

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