Advertisement
Skip to Content
Morningstar

BondBloxx US High Yield Energy Sctr ETF XHYE

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

Morningstar’s Analysis XHYE

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

BondBloxx US High Yield Energy Sctr ETF’s strong process and parent firm are the foundation for this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XHYE

More XHYE Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 232
  • Other Holdings 2
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Venture Global LNG Inc. 8.38%

1.67
156,555
Corporate

Venture Global LNG Inc. 8.13%

1.67
156,406
Corporate

Us Dollars

1.59
149,136
Cash and Equivalents

NGL Energy Operating LLC/ NGL Energy Finance Corp 7.5%

1.57
146,818
Corporate

Weatherford International Ltd Bermuda 8.63%

1.28
120,258
Corporate

New Fortress Energy Inc. 6.5%

1.06
98,810
Corporate

CQP Holdco LP & Bip-V Chinook Holdco LLC 5.5%

0.98
91,843
Corporate

Transocean Inc. 8.75%

0.91
85,527
Corporate

Southwestern Energy Company 5.38%

0.90
84,387
Corporate

APA Corp. 5.1%

0.89
83,374
Corporate