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Morningstar

BondBloxx US Hg Yld Fncl & REIT Str ETF XHYF

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

Morningstar’s Analysis XHYF

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

  • People Pillar

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

BondBloxx US Hg Yld Fncl& REIT Str 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 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 XHYF

More XHYF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HUB International Ltd. 7.25%

2.09 911,634
Corporate

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

1.89 826,938
Corporate

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

1.66 725,144
Corporate

GTCR W-2 Merger Sub LLC 7.5%

1.42 620,792
Corporate

HUB International Ltd. 7.38%

1.22 530,917
Corporate

OneMain Financial Corporation 7.13%

1.04 454,290
Corporate

Intesa Sanpaolo S.p.A. 5.71%

0.92 401,143
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 7%

0.91 399,168
Corporate

Us Dollars

0.91 395,437
Cash and Equivalents

SBA Communications Corp. 3.88%

0.88 385,865
Corporate