Morningstar

iShares U.S. Thematic Rotation Active ETF THRO

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

Morningstar’s Analysis THRO

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

  • People Pillar

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

Uneven returns highlight shortcomings.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares U.S. Thematic Rotation Active ETF attempts to opportunistically rotate across select themes in US stocks. The strategy is unlikely to consistently and reliably pick winning themes, calling into question its ability to sustain its edge.

by Brendan McCann
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings THRO

More THRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.46 579M
Technology

Apple Inc

8.28 566M
Technology

Microsoft Corp

6.25 428M
Technology

Amazon.com Inc

4.47 306M
Consumer Cyclical

Alphabet Inc Class A

3.84 263M
Communication Services

Micron Technology Inc

2.61 178M
Technology

JPMorgan Chase & Co

2.61 178M
Financial Services

ExxonMobil Holdings Corp

2.52 172M
Energy

Caterpillar Inc

2.22 152M
Industrials

Walmart Inc

2.21 151M
Consumer Defensive

Sponsor Center