Morningstar

BondBloxx Investment Management LLC

BondBloxx Investment Management LLC Parent Rating

Average
Morningstar Manager Research

Since its inception two years ago, BondBloxx Investment Management LLC has demonstrated that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating.

BondBloxx Investment Management LLC currently manages 28 vehicles, with a total of$ 3.23 billion under management and a bench of 13 fund managers. As a group, this management team is quite accomplished with about an average of 22 years of total industry experience. Furthermore, this experienced team has stayed together, as demonstrated by a high manager retention ratio.

The below-average fees of BondBloxx Investment Management LLC's open-end and exchange-traded funds display a commitment to maximizing investor returns. The average net expense ratio for its funds ranks within the cheapest quintile of peer asset managers.

To retain an Average rating, BondBloxx Investment Management LLC will be expected to maintain a consistent track record of positive investor experience.

BondBloxx Investment Management LLC Investments

Exchange-Traded Funds

View All BondBloxx Investment Management LLC ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

3.29 Bil

Investment Flows (TTM)

1.12 Bil

Asset Growth Rate (TTM)

53.16%

# of Share Classes

24
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 24
Name
Morningstar Rating Overall
5-Year Category Rank
BondBloxx Bloomberg TwentyYrTrgDuUSTrETF——
BondBloxx US Hg Yld Fncl & REIT Str ETF——
BondBloxx Bloomberg One YrTrgDurUSTrsETF——
BondBloxx US High Yield Hlthcr Sctr ETF——
BondBloxx BBB Rated 1-5 Yr Corp Bd ETF——
View All 5-Star Standouts

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