Morningstar

BondBloxx B Rated USD Hi Yld Corp Bd ETF XB

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

Morningstar’s Analysis XB

Will XB 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 XB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XB 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 XB’s parent organization’s priorities and whether they’re in line with investors’ interests.

BondBloxx B Rated USD Hi Yld Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XB

More XB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tibco Software Inc 6.5%

0.85 133,900
Corporate

Us Dollars

0.83 129,384
Cash and Equivalents

HUB International Ltd. 7.25%

0.76 119,526
Corporate

Truist Insurance Holdings LLC & Panther Co-Issuer Inc. 7.13%

0.70 109,058
Corporate

Mauser Packaging Solutions Holding Co. 7.88%

0.63 98,088
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

0.62 96,647
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.61 96,055
Corporate

TransDigm, Inc. 5.5%

0.60 94,555
Corporate

Neptune BidCo US Inc. 9.29%

0.59 93,266
Corporate

UKG Inc. 6.88%

0.59 92,947
Corporate

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