Morningstar

BlackRock Future Financial and Tech ETF BPAY

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

Morningstar’s Analysis BPAY

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

  • People Pillar

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

BlackRock Future Financial and Tech ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BPAY

More BPAY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Discover Financial Services

5.21 253,355
Financial Services

PayPal Holdings Inc

5.21 253,074
Financial Services

Global Payments Inc

4.57 221,884
Industrials

Synchrony Financial

4.31 209,525
Financial Services

Fiserv Inc

4.10 199,235
Technology

WEX Inc

4.08 198,488
Technology

Charles Schwab Corp

4.08 198,095
Financial Services

Rakuten Bank Ltd

3.59 174,438
Financial Services

Payoneer Global Inc

3.58 174,183
Technology

Capital One Financial Corp

3.46 168,058
Financial Services

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