Morningstar

BondBloxx B Rated USD High Yield Corporate Bond ETF XB

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

Morningstar’s Analysis XB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx B Rated USD Hi Yld Corp Bd 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 XB

More XB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EchoStar Corp. 10.75%

1.18 1M
Corporate

Tibco Software Inc 6.5%

0.78 706,350
Corporate

Cloud Software Group Inc. 9%

0.76 691,400
Corporate

Us Dollars

0.71 646,113
Cash and Equivalents

HUB International Ltd. 7.25%

0.69 625,302
Corporate

Truist Insurance Holdings LLC & Panther Co-Issuer Inc. 7.13%

0.63 568,794
Corporate

Mauser Packaging Solutions Holding Co. 7.88%

0.55 498,848
Corporate

Neptune BidCo US Inc. 9.29%

0.55 496,467
Corporate

TransDigm, Inc. 6.38%

0.54 486,701
Corporate

Oak-Eagle AcquireCo Inc. 8.75%

0.52 470,982
Corporate

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