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Morningstar

BondBloxx US HY Cnsmr N-Cyclcls Sctr ETF XHYD

Morningstar Analyst Rating
Quantitative rating as of | See BondBloxx Investment Management LLC Investment Hub

Morningstar’s Analysis XHYD

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

People Pillar

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

Summary

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BondBloxx US HY Cnsmr N-Cyclcls Sctr ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XHYD

More XHYD Holdings
  • Current Portfolio Date Mar 23, 2023
  • Equity Holdings 0
  • Bond Holdings 171
  • Other Holdings 1
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

2.27
40,560
Corporate

Newell Brands Inc. 4.45%

1.74
31,149
Corporate

FirstEnergy Corp. 4.15%

1.45
25,949
Corporate

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 3.88%

1.40
24,998
Corporate

Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC / (Al

1.23
22,000
Corporate

Vistra Operations Co LLC 5.63%

1.18
21,101
Corporate

Vistra Operations Co LLC 5%

1.15
20,595
Corporate

Post Holdings Inc. 5.5%

1.13
20,240
Corporate

Post Holdings Inc. 4.63%

1.13
20,176
Corporate

Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC / (Al

1.11
19,791
Corporate