Morningstar

iShares Interest Rate Hedged High Yield Bond ETF HYGH

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

Morningstar’s Analysis HYGH

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Interest Rate Hdg Hi Yld Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HYGH

More HYGH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

98.81 647M
—

iShares iBoxx $ High Yield Corp Bd ETF

91.77 601M
—

BlackRock Cash Funds Treasury SL Agency

6.38 42M
Cash and Equivalents

CASH COLLATERAL USD XJPM

1.88 12M
Cash and Equivalents

USD CASH

0.03 169,039
Cash and Equivalents

SWP: OIS 0.874000 30-MAR-2050

−0.00 −4,309
—

SWP: OIS 1.060000 18-SEP-2050

−0.00 −6,707
—

SWP: OIS 4.037700 11-APR-2031 SOF

−0.00 −28,654
—

SWP: OIS 4.077200 07-JAN-2032 SOF

−0.01 −32,885
—

SWP: OIS 0.862500 30-MAR-2045

−0.01 −40,002
—

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