LQDI
iShares Inflation Hedged Corporate Bond ETFLQDI Fund Description
LQDI is an actively managed fund that holds an investment-grade corporate bond ETF while using swaps to hedge inflation risk.
LQDI Factset Analytics Insight
LQDI combines a long position in popular corporate bond ETF LQD with an overlay of inflation swaps. By entering these swaps, the fund agrees to give up a portion of the fixed payments it receives from LQD’s bond portfolio in exchange for floating payments tied to the inflation rate. Because inflation is already priced into the market for corporate bonds, the fund effectively hedges inflation expectations, rather than the inflation rate itself—even if inflation rises, LQDI will underperform LQD if the rise is less than expected. The fund will outperform (before costs) when inflation exceeds expectations. LQDI should appeal to investors who want the inflation protection of TIPS with the higher risk and return of corporate bonds.
LQDI MSCI ESG Analytics Insight
iShares Inflation Hedged Corporate Bond ETF has an MSCI ESG Fund Rating of A based on a score of 6.03 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Inflation Hedged Corporate Bond ETF ranks in the 55th percentile within its peer group and in the 6th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LQDI Charts And Performance
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LQDI Summary Data
LQDI Portfolio Data
LQDI Index Data
LQDI Portfolio Management
LQDI Tax Exposures
LQDI Fund Structure
LQDI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LQDI. LQDI is rated a N/A out of 5.
LQDI Tradability
LQDI Performance Statistics
LQDI MSCI ESG Ratings
LQDI Holdings Statistics
LQDI Avg Life Maturity Distribution
LQDI OAS Breakdown
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.