Morningstar

Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF BBBS

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

Morningstar’s Analysis BBBS

Will BBBS outperform in the 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 BBBS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx BBB Rated 1-5 Yr Corp Bd ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BBBS

More BBBS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Space Exploration Technologies Corp. 5.35%

0.57 953,661
Corporate

T-Mobile USA, Inc. 3.88%

0.57 949,897
Corporate

CVS Health Corp 4.3%

0.43 715,277
Corporate

Boeing Co. 5.15%

0.37 626,157
Corporate

Amgen Inc. 5.15%

0.33 550,454
Corporate

The Cigna Group 4.38%

0.32 540,395
Corporate

AerCap Ireland Capital Designated Activity Co. / AerCap Global Aviation Tru

0.31 514,788
Corporate

Us Dollars

0.30 500,139
Cash and Equivalents

Verizon Communications Inc. 2.55%

0.28 471,231
Corporate

Oracle Corp. 4.95%

0.27 458,489
Corporate

Sponsor Center