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Morningstar

iShares 0-5 Year High Yield Corp Bd ETF SHYG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub
  • NAV / 1-Day Return 41.96  /  +0.34 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level —
  • Share Class Type —
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 6.48%
  • Effective Duration 2.31 years

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 1:00 AM GMT+0

Morningstar’s Analysis SHYG

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares 0-5 Year High Yield Corp Bd ETF's Morningstar Medalist Rating of Gold.

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 SHYG

More SHYG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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