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iShares Fallen Angels USD Bond ETF FALN

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

Morningstar’s Analysis FALN

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

People Pillar

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

A sound investment process and strong management team underpin iShares Fallen Angels USD Bond ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FALN

More FALN Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 200
  • Other Holdings 2
  • % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vodafone Group PLC 7%

2.81
41,434,448
Corporate

Newell Brands Inc. 5.2%

1.91
28,208,927
Corporate

UniCredit S.p.A. 7.3%

1.64
24,246,141
Corporate

Western Digital Corp. 4.75%

1.64
24,156,407
Corporate

Dresdner Funding Trust I 8.15%

1.52
22,449,924
Corporate

UniCredit S.p.A. 5.86%

1.36
20,021,121
Corporate

ZF North America Capital, Inc. 4.75%

1.31
19,373,152
Corporate

Rolls-Royce PLC 3.63%

1.28
18,885,168
Corporate

Las Vegas Sands Corp 3.5%

1.26
18,601,118
Corporate

Embarq Corp. 8%

1.23
18,091,330
Corporate