Morningstar

Bondbloxx Bloomberg One Year Target Duration US Treasury ETF XONE

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

Morningstar’s Analysis XONE

Will XONE outperform in the 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 XONE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx Bloomberg One YrTrgDurUSTrsETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XONE

More XONE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

3.67 31M
Government

United States Treasury Notes 3.75%

2.91 25M
Government

United States Treasury Notes 3.75%

2.75 23M
Government

United States Treasury Notes 3.88%

2.68 23M
Government

United States Treasury Notes 3.63%

2.61 22M
Government

United States Treasury Notes 3.88%

2.58 22M
Government

United States Treasury Notes 3.5%

2.42 21M
Government

United States Treasury Notes 3.5%

2.34 20M
Government

United States Treasury Notes 4.5%

2.28 19M
Government

United States Treasury Notes 3.38%

2.21 19M
Government

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