LQDIiShares Inflation Hedged Corporate Bond ETF
LQDI 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 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 7.36 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 75th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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 5 out of 5.