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iShares Industrials Bond ETF – ENGN ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
51.010.00 (0.00%)48.26 - 51.600.0

Market data as of 12:00AM 03/26/15. Quotes are delayed by at least 15 min.

Overview - ENGN

The investment seeks to track the investment results of an index composed of U.S. dollar-denominated investment-grade bonds issued by U.S. and non-U.S. corporations in the industrials sector. The fund seeks to track the investment results of the Barclays U.S. Industrial Bond Index, which measures the performance of U.S. dollar-denominated publicly-issued investment-grade U.S. corporate bonds in the industrials sector. It generally invests at least 90% of its assets in the securities of the underlying index and in investments that provide substantially similar exposure to the securities in the underlying index. The fund is non-diversified.

Previous Close51.01
Day's Range-- - --
Avg Volume (10 Day)216.8
Total Assets$5.11M
Expense Ratio0.30%
Yield (Trailing 12 Mo.)3.10%
Fund Inception02/14/2012

Trailing Total Returns - ENGN

as of 02/28/2015
TimeframeENGNS&P 500Corporate Bond
1 Month-0.91%5.75%-0.71%
3 Month2.03%2.31%1.77%
1 Year6.24%15.51%5.83%
3 Year3.58%18.00%4.54%
5 Year--16.18%7.32%
10 Year--7.99%5.74%
Since Inception3.60%10.71%--

Bond Credit Quality - ENGN

as of 02/28/2015
B 0.00%
Below B 0.00%
Not Rated

Top Ten Holdings - ENGN

as of 02/28/2015
CompanyYTD Return% of Assets
Southern Nat Gas 144A 5.9%--1.35%
Ford Motor Credit Co 8.125%--1.24%
Verizon Comms 6.4%--1.24%
Transcanada 2.5%--1.22%
General Elec 5.25%--1.12%
Intl Busn Machs 1.95%--1.00%
Aol Time Warner 7.7%--0.92%
Wal-Mart Stores 6.5%--0.89%
At&T 2.4%--0.84%
Verizon Global Fdg 7.75%--0.84%

Valuation & Growth - ENGN

as of 02/28/2015
ValuationENGNCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - ENGN, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
ReturnBelow Avg
Key:  Lo 

Risk Analysis - ENGN, 3 Year

Standard Deviation4.76
Sharpe Ratio0.75

Tax Analysis - ENGN, 3 Year Avg

Pretax Return3.58%
Tax-adjusted Return2.36%
Tax Cost Ratio1.17%
Potential Cap Gains1.36%

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