Morningstar

iShares 0-5 Year High Yield Corporate Bond ETF SHYG

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

Morningstar’s Analysis SHYG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares 0-5 Year High Yield Corp Bd ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SHYG

More SHYG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.90 146M
Cash and Equivalents

Meridian Arc Holdco LLC 6.25%

0.60 46M
Corporate

EchoStar Corp. 10.75%

0.53 41M
Corporate

Prior Rno Property Owner 1 LLC 6.5%

0.47 36M
Corporate

Tibco Software Inc 6.5%

0.45 34M
Corporate

Cloud Software Group Inc. 9%

0.44 34M
Corporate

Paramount Skydance Corp. 8.25%

0.40 31M
Corporate

HUB International Ltd. 7.25%

0.39 30M
Corporate

Venture Global LNG Inc. 9.5%

0.37 29M
Corporate

SV RNO Property Owner 1 LLC 5.875%

0.37 29M
Corporate

Sponsor Center