Morningstar

BondBloxx Bloomberg ThreeYrTrgDurUSTrETF XTRE

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

Morningstar’s Analysis XTRE

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

  • People Pillar

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

BondBloxx Bloomberg ThreeYrTrgDurUSTrETF’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 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 XTRE

More XTRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.5%

2.76 2.2 Mil
Government

United States Treasury Notes 2.88%

2.07 1.6 Mil
Government

United States Treasury Notes 2.88%

2.06 1.6 Mil
Government

United States Treasury Notes 1.25%

1.90 1.5 Mil
Government

United States Treasury Notes 1.25%

1.83 1.4 Mil
Government

United States Treasury Notes 3.13%

1.82 1.4 Mil
Government

United States Treasury Notes 1%

1.81 1.4 Mil
Government

United States Treasury Notes 4.38%

1.80 1.4 Mil
Government

United States Treasury Notes 4.38%

1.80 1.4 Mil
Government

United States Treasury Notes 0.88%

1.80 1.4 Mil
Government

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