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Morningstar

BondBloxx US High Yield Hlthcr Sctr ETF XHYH

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

Morningstar’s Analysis XHYH

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

People Pillar

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

BondBloxx US High Yield Hlthcr Sctr ETF’s strong process and parent firm are the foundation for this strategy's 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XHYH

More XHYH Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 129
  • Other Holdings 1
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mozart Debt Merger Subordinated Inc. 3.88%

4.06
264,575
Corporate

Tenet Healthcare Corporation 6.13%

2.56
166,841
Corporate

Davita Inc 4.63%

2.50
162,985
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

2.33
151,618
Corporate

Tenet Healthcare Corporation 4.88%

2.22
144,741
Corporate

Community Health Systems Incorporated 8%

2.18
141,919
Corporate

Minerva Merger Subordinated Inc. 6.5%

2.10
136,619
Corporate

Tenet Healthcare Corporation 6.13%

2.09
136,527
Corporate

Organon & Co 4.13%

1.89
123,499
Corporate

Organon & Co 5.13%

1.84
119,854
Corporate