Morningstar

BondBloxx US HY Cnsmr N-Cyclcls Sctr ETF XHYD

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

Morningstar’s Analysis XHYD

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

  • People Pillar

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

BondBloxx US HY Cnsmr N-Cyclcls Sctr 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHYD

More XHYD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

2.25 597,561
Corporate

Newell Brands Inc. 5.7%

1.67 443,309
Corporate

The Kroger Co. 4.7%

1.58 418,502
Corporate

Electricite de France SA 9.13%

1.44 383,259
Corporate

Lightning Power LLC 7.25%

1.33 352,837
Corporate

Vistra Operations Co LLC 7.75%

1.32 350,009
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 3.88%

1.26 333,980
Corporate

Walgreens Boots Alliance Inc. 3.45%

1.18 313,123
Corporate

Calpine Corporation 5.13%

1.17 310,492
Corporate

Post Holdings Inc. 4.63%

1.11 295,230
Corporate

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