Morningstar

iShares Systematic Bond ETF SYSB

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

Morningstar’s Analysis SYSB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Systematic Bond 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 SYSB

More SYSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Instl SL Agency

8.30 106M
Cash and Equivalents

United States Treasury Notes 4%

2.81 36M
Government

United States Treasury Bonds 1.125%

2.78 36M
Government

United States Treasury Bonds 2.75%

2.69 34M
Government

United States Treasury Notes 3.875%

2.39 31M
Government

United States Treasury Notes 4.125%

2.16 28M
Government

United States Treasury Notes 4.25%

1.89 24M
Government

United States Treasury Notes 4.375%

1.81 23M
Government

United States Treasury Bonds 1.75%

1.72 22M
Government

United States Treasury Bonds 2.25%

1.70 22M
Government

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