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Morningstar

iShares Broad USD Invm Grd Corp Bd ETF USIG

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

Morningstar’s Analysis USIG

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

People Pillar

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

Solid approach to investment-grade corporate bonds.

Director Bryan Armour

Bryan Armour

Director

Summary

IShares Broad USD Investment Grade Corporate Bond ETF USIG is an excellent choice for exposure to U.S. investment-grade corporate bonds. The fund boasts a broadly diversified, market-value-weighted portfolio and a rock-bottom fee. These traits should lead to attractive risk-adjusted returns compared with Morningstar Category peers over the long haul. It earns a Morningstar Analyst Rating of Silver.

by Bryan Armour
Rated on Published on

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Portfolio Holdings USIG

More USIG Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 9879
  • Other Holdings 6
  • % Assets in Top 10 Holdings 0.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd Cash

0.36
33,177,899
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.18
16,300,000
Cash and Equivalents

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.11
9,954,955
Corporate

CVS Health Corp 5.05%

0.09
7,957,105
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.08
7,546,973
Corporate

Goldman Sachs Group, Inc. 6.75%

0.08
7,276,862
Corporate

T-Mobile USA, Inc. 3.88%

0.07
6,928,843
Corporate

Bank of America Corporation 3.42%

0.07
6,386,689
Corporate

The Boeing Company 5.8%

0.07
6,368,208
Corporate

WarnerMedia Holdings Inc. 5.14%

0.07
6,186,323
Corporate