BlackRock Total Return has made adjustments but still benefits from nearly unrivaled scale and expertise.
iShares Total Return Active ETF BRTR
Morningstar’s Analysis BRTR
Will BRTR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Federal National Mortgage Association 5.5% | 8.80 | 69M | Securitized |
Federal National Mortgage Association 5.5% | 7.75 | 61M | Securitized |
BlackRock Cash Funds Instl SL Agency | 4.69 | 37M | Cash and Equivalents |
United States Treasury Bonds 4.75% | 3.71 | 29M | Government |
EUR/USD Purchased | 3.17 | 25M | Derivative |
United States Treasury Bonds 4% | 2.72 | 21M | Government |
2Y Rtp 3.850000 21-Oct-2026 2 | 2.63 | 21M | — |
iShares Flexible Income Active ETF | 2.08 | 16M | — |
United States Treasury Bills 0% | 1.88 | 15M | Government |
United States Treasury Bonds 5% | 1.73 | 13M | Government |