Morningstar

BondBloxx Bloomberg TwentyYrTrgDuUSTrETF XTWY

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

Morningstar’s Analysis XTWY

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

  • People Pillar

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

BondBloxx Bloomberg TwentyYrTrgDuUSTrETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XTWY

More XTWY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.63%

4.73 2.9 Mil
Government

United States Treasury Bonds 4.75%

4.39 2.7 Mil
Government

United States Treasury Bonds 4.25%

4.30 2.6 Mil
Government

United States Treasury Bonds 1.25%

4.30 2.6 Mil
Government

United States Treasury Bonds 4.13%

3.82 2.4 Mil
Government

U.S. Treasury Bond Stripped Principal Payment

3.68 2.3 Mil
Government

United States Treasury Bonds 4%

3.36 2.1 Mil
Government

United States Treasury Bonds 3.63%

3.24 2.0 Mil
Government

United States Treasury Bonds 2.38%

3.20 2.0 Mil
Government

United States Treasury Bonds 3.63%

3.14 1.9 Mil
Government

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