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Morningstar

iShares Preferred&Income Securities ETF PFF

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

Morningstar’s Analysis PFF

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

People Pillar

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

A sound investment process and strong management team underpin iShares Preferred& Income Securities ETF's Morningstar Medalist Rating of Bronze.

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 PFF

More PFF Holdings
  • Current Portfolio Date
  • Equity Holdings 5
  • Bond Holdings 0
  • Other Holdings 451
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

3.54
447,286,662
Cash and Equivalents

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-

1.81
229,061,430
Financial Services

Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4

1.74
219,186,118
Financial Services

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

1.28
162,199,984
Financial Services

Apollo Global Management Inc 6.75%

1.05
133,198,942
Corporate

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

1.05
133,177,339
Financial Services

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

1.04
131,204,969
Utilities

Citigroup Inc DR

1.01
127,022,069
Financial Services

JPMorgan Chase & Co Pfd

0.93
117,531,200
Financial Services

AT&T Inc 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

0.87
109,795,458
Communication Services