IBB – Fund Analysis – iShares Biotechnology ETF | Morningstar

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Will IBB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IBB’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

| Mar 27, 2023

Increased confidence in iShares Biotechnology ETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Quantitative Rating to Neutral from Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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