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iShares Edge US Fixed Income Bal Rsk ETF FIBR

Analyst rating as of
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Morningstar’s Analysis

Will FIBR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A decent fund with a novel process that is unlikely to offer attractive risk-adjusted performance

Summary

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IShares Edge U.S. Fixed Income Balanced Risk ETF FIBR is a decent fund employing a novel process, but it is unlikely to provide attractive risk-adjusted performance relative to the Bloomberg Barclays U.S. Universal Bond Index, the intermediate core-plus bond Morningstar Category benchmark. Its pursuit of a balanced amount of exposure to interest-rate and credit risk engenders greater exposure to credit risk, making it more vulnerable to large drawdowns and more likely to exhibit higher amounts of volatility. The fund earns a Morningstar Analyst Rating of Neutral.

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