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

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Portfolio Holdings BBBS

More BBBS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T-Mobile USA, Inc. 3.88%

0.58 1M
Corporate

CVS Health Corp 4.3%

0.42 754,897
Corporate

Boeing Co. 5.15%

0.39 699,501
Corporate

Us Dollars

0.37 665,608
Cash and Equivalents

The Cigna Group 4.38%

0.33 580,374
Corporate

Amgen Inc. 5.15%

0.33 579,257
Corporate

Citigroup Inc. 4.45%

0.32 578,651
Corporate

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

0.32 562,228
Corporate

Verizon Communications Inc. 2.55%

0.29 513,210
Corporate

Oracle Corp. 4.95%

0.29 507,691
Corporate

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