Morningstar

Bondbloxx IR+M Tax-Aware Short Duration ETF TAXX

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

Morningstar’s Analysis TAXX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx IR+M Tax-Awr Shrt Dur ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TAXX

More TAXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

2.01 6M
Government

SAN ANTONIO TEX ELEC & GAS REV 3.25%

1.90 5M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH BLDG AID REV 5%

1.62 5M
municipal

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

1.28 4M
municipal

SCHERTZ-CIBOLO-UNVL CITY TEX INDPT SCH DIST 3.13%

1.26 4M
municipal

PHOENIX ARIZ INDL DEV AUTH MULTIFAMILY HSG REV 3.1%

1.26 4M
municipal

ATLANTA GA URBAN RESIDENTIAL FIN AUTH MULTIFAMILY HSG REV 3.15%

1.17 3M
municipal

FORT BEND TEX INDPT SCH DIST 3.13%

1.13 3M
municipal

INDIANA FIN AUTH HEALTH SYS REV 5%

1.09 3M
municipal

HARRIS CNTY TEX MUN UTIL DIST NO 165 4%

1.03 3M
municipal

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