The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares 0-5 Year Invmt Grade Corp Bd ETF SLQD
Morningstar’s Analysis SLQD
Will SLQD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 1.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 0.72 | 15.1 Mil | Cash and Equivalents |
CVS Health Corp 4.3% | 0.22 | 4.5 Mil | Corporate |
Comcast Corporation 4.15% | 0.20 | 4.3 Mil | Corporate |
The Boeing Company 2.2% | 0.20 | 4.2 Mil | Corporate |
Verizon Communications Inc. 4.33% | 0.20 | 4.1 Mil | Corporate |
Bank of America Corp. 3.42% | 0.19 | 4.0 Mil | Corporate |
Bank of America Corp. 1.73% | 0.18 | 3.7 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 4.45% | 0.17 | 3.6 Mil | Corporate |
Amgen Inc. 5.15% | 0.17 | 3.6 Mil | Corporate |
Goldman Sachs Group, Inc. 1.95% | 0.17 | 3.6 Mil | Corporate |