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Morningstar

BondBloxx US HY Cnsmr Cyclcls Sctr ETF XHYC

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

Morningstar’s Analysis XHYC

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

People Pillar

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

BondBloxx US HY Cnsmr Cyclcls Sctr ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 XHYC

More XHYC Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 291
  • Other Holdings 1
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Caesars Entertainment Inc New 6.25%

1.83
420,116
Corporate

Carnival Corporation 5.75%

1.58
364,099
Corporate

Carnival Holdings Bermuda Ltd. 10.38%

1.21
277,184
Corporate

Carnival Corporation 4%

1.14
261,323
Corporate

Caesars Entertainment Inc New 7%

1.08
247,626
Corporate

Carnival Corporation 6%

0.95
219,615
Corporate

Caesars Entertainment Inc New 8.13%

0.87
199,642
Corporate

Us Dollars

0.87
199,242
Cash and Equivalents

Tenneco Inc. 8%

0.85
194,544
Corporate

Wynn Las Vegas, LLC/Wynn Las Vegas Capital Corp. 5.5%

0.77
177,583
Corporate