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Morningstar

BondBloxx B Rated USD Hi Yld Corp Bd ETF XB

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

Morningstar’s Analysis XB

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

  • People Pillar

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

BondBloxx B Rated USD Hi Yld 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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XB

More XB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.88%

0.91 123,169
Corporate

Tibco Software Inc 6.5%

0.84 114,010
Corporate

Us Dollars

0.84 112,791
Cash and Equivalents

HUB International Ltd. 7.25%

0.76 102,431
Corporate

Panther Escrow Issuer LLC / Panther Co-Issuer Inc. 7.13%

0.68 91,318
Corporate

Carnival Corporation 5.75%

0.66 88,631
Corporate

Mauser Packaging Solutions Holding Co. 7.88%

0.61 81,800
Corporate

Tenet Healthcare Corporation 6.13%

0.59 79,453
Corporate

Neptune BidCo US Inc. 9.29%

0.56 76,248
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.56 76,064
Corporate