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Morningstar

BondBloxx US High Yield Hlthcr Sctr ETF XHYH

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

Morningstar’s Analysis XHYH

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

  • People Pillar

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

BondBloxx US High Yield Hlthcr Sctr 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHYH

More XHYH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Medline Borrower LP 3.88%

4.27 1.5 Mil
Corporate

Tenet Healthcare Corporation 6.13%

2.59 928,605
Corporate

Davita Inc 4.63%

2.57 921,303
Corporate

Medline Borrower LP 5.25%

2.47 884,973
Corporate

Minerva Merger Subordinated Inc. 6.5%

2.27 813,815
Corporate

Us Dollars

2.26 809,178
Cash and Equivalents

Tenet Healthcare Corporation 6.13%

2.07 741,108
Corporate

Organon & Co 4.13%

2.04 731,850
Corporate

Organon & Co 5.13%

1.86 666,214
Corporate

Community Health Systems Incorporated 5.63%

1.85 665,097
Corporate