Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: Fund analyst updates on two newly rated ETFs from iShares and why Allianz Euro High Yield has been downgraded  

Morningstar Analysts 17 July, 2017 | 11:50AM
Facebook Twitter LinkedIn

New Ratings

iShares € Corporate Bond 1-5 Year ETFBronze

Jose Garcia Zarate

This ETF has delivered returns above most peers – whether active or passive - in the Morningstar EUR Corporate Bond Short-Term Bond category over the past few years. Aside from the positive impact of its low ongoing charge of 0.20%, the fund’s higher-than-average duration, relative to a category where most funds follow a mandate in the 1-3y segment of the maturity spectrum has proved a nice tailwind, not least considering the exceptionally low interest rates in place.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Allianz Euro High Yield Bond R EUR104.66 EUR0.44Rating
iShares € Corp Bond 1-5yr ETF EUR Dist111.69 EUR0.71Rating
iShares € Corp Bond ex-Fncl ETF EUR Dist GBP102.75 GBP0.79Rating

About Author

Morningstar Analysts   -