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Morningstar

iShares ESG Advanced Hi Yld Corp Bd ETF HYXF

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

Morningstar’s Analysis HYXF

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

People Pillar

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

A sound investment process and strong management team underpin iShares ESG Advanced Hi Yld Corp Bd ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 HYXF

More HYXF Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 709
  • Other Holdings 3
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.80
940,000
Cash and Equivalents

TransDigm, Inc. 6.25%

0.60
700,916
Corporate

Intelsat Jackson Holdings, Ltd. 6.5%

0.56
651,640
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.53
625,711
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

0.51
602,468
Corporate

Davita Inc 4.63%

0.48
558,961
Corporate

Community Health Systems Incorporated 8%

0.42
495,052
Corporate

Vodafone Group PLC 7%

0.41
477,915
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 6.38%

0.40
469,129
Corporate

Newell Brands Inc. 4.7%

0.39
454,456
Corporate