Morningstar

iShares Core Balanced ETF Portfolio XBAL

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

Morningstar’s Analysis XBAL

Will XBAL outperform in the 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 XBAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Core Balanced ETF Portfolio holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XBAL

More XBAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Total US Stock Mkt ETF

27.47 965M
—

iShares Core Canadian Universe Bond ETF

25.67 901M
—

iShares Core MSCI EAFE IMI ETF

15.02 527M
—

iShares Core S&P/TSX Cap Composite ETF

14.91 524M
—

USD/CAD Purchased

8.18 287M
Derivative

iShares Core Canadian ST Corp Bd ETF

5.67 199M
—

iShares US Treasury Bond ETF

4.00 141M
—

iShares Broad USD Invm Grd Corp Bd ETF

3.98 140M
—

iShares Core MSCI Emer Mkts IMI ETF

3.09 108M
—

USD/CAD Purchased

0.23 8M
Derivative

Sponsor Center