Morningstar

Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF XTEN

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

Morningstar’s Analysis XTEN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx Bloomberg Ten 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 XTEN

More XTEN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.25%

3.86 40M
Government

United States Treasury Notes 4.5%

3.47 36M
Government

United States Treasury Notes 4.25%

3.38 35M
Government

United States Treasury Notes 4.63%

3.37 35M
Government

United States Treasury Notes 4.38%

3.35 35M
Government

United States Treasury Notes 4%

3.32 34M
Government

United States Treasury Notes 4%

3.31 34M
Government

United States Treasury Notes 4.25%

3.30 34M
Government

United States Treasury Notes 4.13%

3.27 34M
Government

United States Treasury Notes 3.88%

3.25 34M
Government

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