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Morningstar

iShares ESG Advanced Hi Yld Corp Bd ETF HYXF

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

Morningstar’s Analysis HYXF

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

  • People Pillar

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

iShares ESG Advanced Hi Yld Corp Bd ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYXF

More HYXF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.78 1.1 Mil
Cash and Equivalents

Intelsat Jackson Holdings SA 6.5%

0.57 774,316
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.63%

0.55 747,377
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.50 683,633
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

0.49 672,052
Corporate

Davita Inc 4.63%

0.48 650,896
Corporate

CSC Holdings, LLC 11.75%

0.45 615,240
Corporate

Community Health Systems Incorporated 10.88%

0.42 565,865
Corporate

Rakuten Group Inc. 9.75%

0.41 551,871
Corporate

Block Inc 6.5%

0.40 538,054
Corporate