Morningstar

BondBloxx BBB Rated 1-5 Yr Corp Bd ETF BBBS

Morningstar Medalist Rating
Medalist Rating as of | See BondBloxx Investment Management LLC Investment Hub

Morningstar’s Analysis BBBS

Will BBBS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BBBS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BBBS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BBBS’s parent organization’s priorities and whether they’re in line with investors’ interests.

BondBloxx BBB Rated 1-5 Yr Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BBBS

More BBBS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Boeing Company 2.2%

0.48 279,302
Corporate

Us Dollars

0.47 277,990
Cash and Equivalents

CVS Health Corp 4.3%

0.44 259,228
Corporate

Amgen Inc. 5.15%

0.39 226,856
Corporate

T-Mobile USA, Inc. 3.75%

0.38 222,373
Corporate

AerCap Ireland Capital DAC / AerCap Global Aviation Trust 2.45%

0.37 216,198
Corporate

AerCap Ireland Capital DAC / AerCap Global Aviation Trust 3%

0.35 207,890
Corporate

Verizon Communications Inc. 4.33%

0.35 205,991
Corporate

Citigroup Inc. 4.45%

0.34 200,314
Corporate

Discovery Communications, LLC 3.95%

0.32 185,948
Corporate

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