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Morningstar

BondBloxx US High Yield Indstrl Sctr ETF XHYI

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

Morningstar’s Analysis XHYI

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

People Pillar

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

Summary

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BondBloxx US High Yield Indstrl 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 lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XHYI

More XHYI Holdings
  • Current Portfolio Date Mar 22, 2023
  • Equity Holdings 0
  • Bond Holdings 326
  • Other Holdings 2
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm, Inc. 6.25%

1.66
29,689
Corporate

United States Treasury Bills

1.66
29,670
Government

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

1.26
22,548
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%

1.06
18,993
Corporate

Neptune BidCo US Inc. 9.29%

0.91
16,220
Corporate

TransDigm, Inc. 5.5%

0.88
15,689
Corporate

Mauser Packaging Solutions Holding Company 7.88%

0.83
14,958
Corporate

Allied Universal Holdco LLC / Allied Universal Finance Corporation 6.63%

0.79
14,124
Corporate

Chart Industries Inc 7.5%

0.74
13,314
Corporate

Prime Securities Services Borrower, LLC and Prime Finance, Inc. 3.38%

0.74
13,266
Corporate