The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares 0-5 Year Invmt Grade Corp Bd ETF SLQD
Morningstar’s Analysis SLQD
Will SLQD outperform in 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 1.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
BlackRock Cash Funds Treasury SL Agency | 0.91 | 19.3 Mil | Cash and Equivalents |
CVS Health Corp 4.3% | 0.21 | 4.4 Mil | Corporate |
The Boeing Company 2.196% | 0.20 | 4.2 Mil | Corporate |
Verizon Communications Inc. 4.329% | 0.20 | 4.2 Mil | Corporate |
Bank of America Corp. 3.419% | 0.20 | 4.1 Mil | Corporate |
Bank of America Corp. 1.734% | 0.18 | 3.9 Mil | Corporate |
Goldman Sachs Group, Inc. 1.948% | 0.17 | 3.6 Mil | Corporate |
Amgen Inc. 5.15% | 0.17 | 3.6 Mil | Corporate |
Goldman Sachs Group, Inc. 3.85% | 0.17 | 3.5 Mil | Corporate |
Pfizer Investment Enterprises Pte Ltd. 4.45% | 0.16 | 3.5 Mil | Corporate |