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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.

BondBloxx US High Yield Energy 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 sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHYE

More XHYE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Venture Global LNG Inc. 9.5%

2.22 1.8 Mil
Corporate

Venture Global LNG Inc. 8.38%

1.57 1.3 Mil
Corporate

Venture Global LNG Inc. 8.13%

1.53 1.2 Mil
Corporate

Venture Global LNG Inc. 9.88%

1.51 1.2 Mil
Corporate

Us Dollars

1.13 915,201
Cash and Equivalents

Weatherford International Ltd Bermuda 8.63%

1.11 903,807
Corporate

Civitas Resources Inc 8.75%

0.97 787,131
Corporate

New Fortress Energy Inc. 6.5%

0.97 785,814
Corporate

Civitas Resources Inc 8.38%

0.93 754,108
Corporate

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

0.90 730,879
Corporate