Morningstar

BondBloxx JP Morgan USD EM 1-10 Yr BdETF XEMD

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

Morningstar’s Analysis XEMD

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

  • People Pillar

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

BondBloxx JP Morgan USD EM 1-10 Yr BdETF’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 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 XEMD

More XEMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Argentina (Republic Of) 4.13%

1.13 2.8 Mil
Government

Kuwait (State Of) 3.5%

1.12 2.8 Mil
Government

Ecuador (Republic Of) 6.9%

1.10 2.8 Mil
Government

Argentina (Republic Of) 0.75%

1.04 2.6 Mil
Government

Argentina (Republic Of) 5%

0.68 1.7 Mil
Government

Kazakhstan (Republic Of) 5.13%

0.66 1.7 Mil
Government

Dominican Republic 4.88%

0.62 1.6 Mil
Government

Ecuador (Republic Of) 6.9%

0.61 1.5 Mil
Government

Uruguay (Republic Of) 5.75%

0.58 1.5 Mil
Government

Poland (Republic of) 4.88%

0.58 1.5 Mil
Government

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