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Morningstar

iShares iBoxx $ High Yield Corp Bd ETF HYG

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

Morningstar’s Analysis HYG

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

People Pillar

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

Indexing high-yield bonds is difficult.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares iBoxx $ High Yield Corporate Bond ETF provides broad exposure to U.S. high-yield corporate bonds. But the inherent illiquidity in this market limits its breadth and hampers the advantages of a market-value-weighted portfolio. The fund earns a Morningstar Analyst Rating of Neutral.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings HYG

More HYG Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1197
  • Other Holdings 2
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mozart Debt Merger Subordinated Inc. 3.875%

0.42
70,669,142
Corporate

TransDigm, Inc. 6.25%

0.42
70,260,014
Corporate

Tibco Software Inc 6.5%

0.40
67,049,226
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

0.38
64,151,830
Corporate

DISH Network Corporation 11.75%

0.38
63,886,105
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

0.37
62,579,698
Corporate

Cloud Software Group Inc. 9%

0.36
60,272,470
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

0.33
55,474,880
Corporate

Caesars Entertainment Inc New 6.25%

0.32
54,446,880
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

0.31
52,717,865
Corporate