BondBloxx Bloomberg FiveYrTrgDurUSTrsETF 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.
Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF XFIV
Morningstar’s Analysis XFIV
Will XFIV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XFIV 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 XFIV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.13% | 4.56 | 19M | Government |
United States Treasury Notes 1.38% | 4.23 | 18M | Government |
United States Treasury Notes 2.75% | 4.22 | 18M | Government |
United States Treasury Notes 2.88% | 4.17 | 17M | Government |
United States Treasury Notes 3.5% | 4.01 | 17M | Government |
United States Treasury Notes 1.88% | 3.97 | 17M | Government |
United States Treasury Notes 0.88% | 3.13 | 13M | Government |
United States Treasury Notes 1.13% | 2.99 | 13M | Government |
United States Treasury Notes 1.25% | 2.92 | 12M | Government |
United States Treasury Notes 0.63% | 2.81 | 12M | Government |
United States