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Morningstar

iShares ESG 1-5 Year USD Corp Bd ETF SUSB

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

Morningstar’s Analysis SUSB

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

People Pillar

The People Pillar is our evaluation of the SUSB 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 SUSB’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 1-5 Year USD Corp Bd ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SUSB

More SUSB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1362
  • Other Holdings 3
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Adobe Inc 2.15%

1.05
8,915,904
Corporate

Automatic Data Processing, Inc. 3.375%

0.93
7,878,486
Corporate

Avangrid Inc 3.2%

0.86
7,298,432
Corporate

Microsoft Corporation 3.3%

0.80
6,771,290
Corporate

Banco Bilbao Vizcaya Argentaria, S.A. 1.125%

0.73
6,198,075
Corporate

Kellanova 3.25%

0.70
5,940,740
Corporate

Molson Coors Beverage Company 3%

0.69
5,871,244
Corporate

General Mills, Inc. 3.2%

0.59
5,003,206
Corporate

Target Corporation 2.5%

0.58
4,945,491
Corporate

Diageo Capital PLC 1.375%

0.57
4,848,999
Corporate