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Morningstar

BondBloxx Bloomberg SixMthTrgDurUSTrsETF XHLF

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

Morningstar’s Analysis XHLF

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

  • People Pillar

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

BondBloxx Bloomberg SixMthTrgDurUSTrsETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHLF

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

United States Treasury Bills

8.14 93.6 Mil
Government

United States Treasury Bills

8.11 93.3 Mil
Government

United States Treasury Bills

8.10 93.2 Mil
Government

United States Treasury Bills

8.09 93.1 Mil
Government

United States Treasury Bills

8.07 92.9 Mil
Government

United States Treasury Bills

7.87 90.5 Mil
Government

United States Treasury Bills

7.78 89.5 Mil
Government

United States Treasury Bills

7.72 88.8 Mil
Government

United States Treasury Bills

4.79 55.1 Mil
Government

United States Treasury Bills

4.33 49.8 Mil
Government