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Morningstar

BondBloxx Bloomberg TwentyYrTrgDuUSTrETF XTWY

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

Morningstar’s Analysis XTWY

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

  • People Pillar

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

BondBloxx Bloomberg TwentyYrTrgDuUSTrETF’s management team is rated Average, but a solid investment process still helps this strategy retain its 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XTWY

More XTWY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.13%

4.68 1.1 Mil
Government

United States Treasury Bonds 4%

4.06 978,670
Government

United States Treasury Bonds 2.38%

3.85 926,937
Government

United States Treasury Bonds 3.63%

3.74 901,263
Government

United States Treasury Bonds 3.63%

3.56 858,623
Government

United States Treasury Bonds 4.25%

3.51 844,395
Government

United States Treasury Bonds 3%

3.45 830,416
Government

United States Treasury Bonds 2.88%

3.44 828,063
Government

United States Treasury Bonds 1.88%

3.34 803,988
Government

United States Treasury Bonds 2%

3.25 781,779
Government