Morningstar

iShares USD Green Bond ETF BGRN

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

Morningstar’s Analysis BGRN

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares USD Green Bond ETF's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGRN

More BGRN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

European Investment Bank 3.75%

2.07 7.9 Mil
Government

BlackRock Cash Funds Treasury SL Agency

1.64 6.3 Mil
Cash and Equivalents

European Investment Bank 4.375%

1.49 5.7 Mil
Government

European Investment Bank 2.125%

1.09 4.2 Mil
Government

Kreditanstalt Fur Wiederaufbau 1%

1.00 3.8 Mil
Government

JPMorgan Chase & Co. 6.07%

0.88 3.4 Mil
Corporate

Kreditanstalt Fur Wiederaufbau 4.375%

0.87 3.3 Mil
Government

Ford Motor Company 3.25%

0.87 3.3 Mil
Corporate

European Investment Bank 1.625%

0.81 3.1 Mil
Government

Bank of America Corp. 2.456%

0.81 3.1 Mil
Corporate

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