Morningstar

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents TAXM

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

Morningstar’s Analysis TAXM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxxIR+MTx-AwrETFfrMassachsttsRsdts holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well 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 TAXM

More TAXM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

2.37 850,939
Cash and Equivalents

NORTH ATTLEBOROUGH MASS 4%

2.24 804,826
municipal

GREATER FALL RIVER MASS VOCATIONAL SCH DIST 5%

2.21 793,427
municipal

MASSACHUSETTS DEPT TRANSN MET HWY SYS REV 5%

2.14 767,892
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA GAS SUPPLY REV 5.25%

2.08 747,609
municipal

NEW BEDFORD MASS 4%

1.95 699,652
municipal

BROWARD CNTY FLA SCH BRD CTFS PARTN 5%

1.94 695,054
municipal

MASSACHUSETTS BAY TRANSN AUTH MASS REV 5%

1.81 648,496
municipal

MASSACHUSETTS ST DEV FIN AGY REV 5%

1.69 607,078
municipal

COLORADO HSG & FIN AUTH MULTIFAMILY HSG REV 3%

1.62 579,696
municipal

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