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Morningstar

BondBloxx Investment Management LLC

BondBloxx Investment Management LLC Parent Rating

Average
Morningstar Manager Research

Since its inception two years ago, BondBloxx Investment Management LLC has demonstrated that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating.

BondBloxx Investment Management LLC currently manages 24 vehicles, with a total of$ 2.46 billion under management and a roster of five fund managers. Even though BondBloxx Investment Management LLC is a relatively new firm, it has brought on experienced managers, averaging 26 years of total industry experience. A firm's ability to retain its talent is a crucial indicator of its culture. This has been a strength of BondBloxx Investment Management LLC, which has had lower-than-average manager turnover.

BondBloxx Investment Management LLC deserves plaudits for its commitment to low fees for its open-end and exchange-traded funds, which showcases its willingness to prioritize investors. The firm's average net expense ratio across all funds is in the cheapest quintile of firms.

To maintain an Average rating, BondBloxx Investment Management LLC needs to uphold a consistent track record of positive investor experience.

BondBloxx Investment Management LLC Investments

Exchange-Traded Funds

See All BondBloxx Investment Management LLC ETFs

Market

US ETFs

Total Net Assets

2.73 Bil

Investment Flows (TTM)

1.77 Bil

Asset Growth Rate (TTM)

205.71%

# of Share Classes

24
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 24
Name
Morningstar Rating Overall
5-Year Category Rank
BondBloxx BBB Rated 1-5 Yr Corp Bd ETF——
BondBloxx US Hg Yld Fncl & REIT Str ETF——
BondBloxx US High Yield Hlthcr Sctr ETF——
BondBloxx Bloomberg One YrTrgDurUSTrsETF——
BondBloxx Bloomberg ThreeYrTrgDurUSTrETF——
View All 5-Star Standouts

Morningstar Mentions

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