FIBR
iShares Edge U.S. Fixed Income Balanced Risk ETFFIBR Fund Description
FIBR tracks an index composed of USD-denominated bonds and Treasury futures. The index seeks to equalize exposure to interest rate risk and credit risk.
FIBR Factset Analytics Insight
FIBR attempts to provide risk-adjusted returns by tracking an index that roughly provides equal duration and credit spread exposure, which in turn, could lessen interest rate risk and credit risk. In theory, FIBR should perform well in most interest rate and credit environments. The fund will do poorly when rates rise and credit spreads widen simultaneously, but this is an uncommon occurrence. The Underlying Index applies an equal volatility-weighted allocation to the Barclays U.S. Universal Index (Parent Index), then it overweight securities with lower credit spread volatility, or those with less volatile returns attributable to their credit quality. Aside from Treasurys and Treasury futures (including possible short positions), FIBR has exposure to MBS, short- and intermediate-term investment-grade bonds, and high-yield securities. FIBRs duration-hedged overlay further equalizes the fund’s interest rate risk and credit risk. FIBR undergoes monthly rebalancing.
FIBR Summary Data
FIBR Portfolio Data
FIBR Index Data
FIBR Portfolio Management
FIBR Tax Exposures
FIBR Fund Structure
FIBR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FIBR. FIBR is rated a N/A out of 5.
FIBR Tradability
FIBR Sector/Industry Breakdown
FIBR
FIBR Top 10 Holdings[View All]
FIBR Top 5 Countries
FIBR
FIBR Top 5 Currencies
FIBR
FIBR Performance Statistics
FIBR Holdings Statistics
FIBR Avg Life Maturity Distribution
FIBR OAS Breakdown
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