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FALNiShares Fallen Angels USD Bond ETF

Get income10y track recordRanked #172 of 1,706 in this goal

Tracks the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds that were previously rated investment grade.

By iShares · Launched 2016

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$1.7B

#881 of 6,040 · large

Return (1Y)

+2.4%

Track Record

10 years

#1,427 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,812-1.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US High Yield Fallen Angel 3% Capped Index

Holdings

By weight

Concentration

Top 10 holdings = 30.6% of funddiversified

BlackRock Funds III
14.1%
VODAFONE GROUP PLC
3.0%
GFL ENVIRONMENTAL INC
2.2%
RESORTS WORLD/RWLV CAP
1.8%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
1.8%
PACIFICORP
1.8%
UNITED RENTALS NORTH AM
1.5%
HUNTSMAN INTERNATIONAL L
1.5%
PERRIGO FINANCE UNLIMITE
1.5%
METHANEX CORP
1.4%

Asset allocation

Bonds
99.5%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.6%Low

Year-on-year price swings

Max drawdown
-29.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.08Good downside protection

Bond profile

Duration

5.6 years

Avg maturity

9.4 years

Credit ratings

BBB
1.1%
BB
75.7%
B
16.5%
Below B
6.8%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds that were previously rated investment grade.
Strategy
Seeks to track the investment results of the Bloomberg US High Yield Fallen Angel 3% Capped Index, which reflects U.S. dollar-denominated, high yield corporate bonds previously rated investment grade. BFA uses an indexing approach to achieve the Fund's investment objective, investing primarily in the index's component securities.
Inception date
June 14, 2016
Fund family
iShares

Next steps

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Data updated on 2026-09-18