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BondBloxx BBB Rated 5-10 Yr Corp Bd ETF BBBI

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

Morningstar’s Analysis BBBI

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

  • People Pillar

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

BondBloxx BBB Rated 5-10 Yr Corp Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 BBBI

More BBBI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T-Mobile USA, Inc. 3.88%

0.66 32,567
Corporate

Deutsche Telekom International Finance B.V. 8.75%

0.59 29,224
Corporate

The Boeing Company 5.15%

0.59 28,887
Corporate

WarnerMedia Holdings Inc. 4.28%

0.54 26,376
Corporate

Citigroup Inc. 6.17%

0.52 25,540
Corporate

Amgen Inc. 5.25%

0.51 24,959
Corporate

Verizon Communications Inc. 4.02%

0.48 23,670
Corporate

Oracle Corp. 2.88%

0.44 21,589
Corporate

AT&T Inc 2.75%

0.43 21,350
Corporate

Broadcom Inc 3.47%

0.43 21,200
Corporate