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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 strong management team and sound investment process 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 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 SUSB

More SUSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.69 14.4 Mil
Cash and Equivalents

Automatic Data Processing, Inc. 3.375%

0.93 8.0 Mil
Corporate

Adobe Inc 2.15%

0.81 6.9 Mil
Corporate

Microsoft Corporation 3.3%

0.79 6.7 Mil
Corporate

Banco Bilbao Vizcaya Argentaria, S.A. 1.125%

0.74 6.3 Mil
Corporate

Avangrid Inc 3.2%

0.74 6.3 Mil
Corporate

Molson Coors Beverage Company 3%

0.68 5.8 Mil
Corporate

Kellanova 3.25%

0.64 5.4 Mil
Corporate

General Mills, Inc. 3.2%

0.58 5.0 Mil
Corporate

Target Corporation 2.5%

0.58 4.9 Mil
Corporate