IBHJ – Fund Analysis – iShares iBonds 2030 Term Hi Yld & IncETF | Morningstar

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Will IBHJ outperform in future?

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Process Pillar

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

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

A sound investment process and strong management team underpin iShares iBonds 2030 Term Hi Yld& IncETF'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 least expensive fee quintile among peers.

by Morningstar Manager Research

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

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