Morningstar

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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Fallen Angels USD Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FALN

More FALN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vodafone Group PLC 7%

3.03 47M
Corporate

BlackRock Cash Funds Treasury SL Agency

2.56 40M
Cash and Equivalents

GFL Environmental Inc. 6.75%

2.02 32M
Corporate

Resorts World Las Vegas LLC / RWLV Capital Inc. 4.625%

1.68 26M
Corporate

PacifiCorp. 7.375%

1.66 26M
Corporate

Nissan Motor Co Ltd. 4.81%

1.65 26M
Corporate

United Rentals (North America), Inc. 3.875%

1.50 23M
Corporate

Perrigo Finance Unlimited Co. 5.15%

1.44 23M
Corporate

Huntsman International LLC 4.5%

1.43 22M
Corporate

Methanex Corporation 5.25%

1.38 22M
Corporate

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