HYGW – iShares High Yld Crp Bd Buywrt Stgy ETF – ETF Stock Quote | Morningstar

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Will HYGW outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HYGW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A sound investment process and strong management team underpin iShares High Yld Crp Bd Buywrt Stgy 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 second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on May 31, 2024 Published on May 31, 2024

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Current Portfolio Date Jun 28, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 99.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares iBoxx $ High Yield Corp Bd ETF	100.07	57.4 Mil	—
Blackrock Cash Funds Treasury Sl Agency Shares	0.44	250,000	Cash and Equivalents
Us Dollar	0.00	1,846	Cash and Equivalents
Ishares Hyg Jul24 77 Call	−0.51	−294,120	—

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