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.
Morningstar’s Analysis XHYI
Will XHYI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- 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
TransDigm, Inc. 6.25%
United States Treasury Bills
AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%
AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75%
Neptune BidCo US Inc. 9.29%
TransDigm, Inc. 5.5%
Mauser Packaging Solutions Holding Company 7.88%
Allied Universal Holdco LLC / Allied Universal Finance Corporation 6.63%
Chart Industries Inc 7.5%
Prime Securities Services Borrower, LLC and Prime Finance, Inc. 3.38%