Morningstar

BondBloxx BB Rated USD HY Corp Bd ETF XBB

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

Morningstar’s Analysis XBB

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

  • People Pillar

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

BondBloxx BB Rated USD HY 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XBB

More XBB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.88%

0.62 364,212
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.88%

0.54 314,341
Corporate

Venture Global LNG Inc. 9.5%

0.51 298,011
Corporate

Us Dollars

0.45 264,385
Cash and Equivalents

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

0.44 259,381
Corporate

Intelsat Jackson Holdings SA 6.5%

0.43 250,036
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.63%

0.41 242,258
Corporate

TransDigm, Inc. 6.38%

0.41 237,292
Corporate

Carnival Corporation 5.75%

0.39 227,849
Corporate

Davita Inc 4.63%

0.37 214,615
Corporate

Sponsor Center