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Morningstar

BondBloxx CCC Rated USD HY Corp Bd ETF XCCC

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

Morningstar’s Analysis XCCC

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

  • People Pillar

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

BondBloxx CCC Rated USD HY Corp Bd ETF’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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XCCC

More XCCC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloud Software Group Inc. 9%

2.01 1.1 Mil
Corporate

Minerva Merger Subordinated Inc. 6.5%

1.81 978,231
Corporate

Us Dollars

1.69 915,571
Cash and Equivalents

HUB International Ltd. 7.38%

1.57 849,468
Corporate

McAfee Corp 7.38%

1.57 848,946
Corporate

Veritas US Inc / Veritas Bermuda Ltd 7.5%

1.35 729,380
Corporate

Mauser Packaging Solutions Holding Co. 9.25%

1.14 614,052
Corporate

Vericast Merger Sub Inc. 11%

1.12 605,962
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 6.75%

1.11 601,119
Corporate

CommScope Holdings Co Inc 6%

1.11 599,906
Corporate