Morningstar

iShares Short Duration Bond Active ETF NEAR

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

Morningstar’s Analysis NEAR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Short Duration Bond Active ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NEAR

More NEAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.5%

11.49 588M
Government

United States Treasury Notes 3.75%

4.19 215M
Government

United States Treasury Notes 3.5%

3.55 181M
Government

United States Treasury Notes 1.25%

3.15 161M
Government

GBP/USD Purchased

2.97 152M
Derivative

United States Treasury Notes 3.5%

2.66 136M
Government

EUR/USD Purchased

2.03 104M
Derivative

United States Treasury Notes 3.875%

1.74 89M
Government

United States Treasury Notes 4.25%

1.45 74M
Government

United States Treasury Notes 1.75%

1.34 69M
Government

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