Morningstar

BondBloxx Private Credit CLO ETF PCMM

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

Morningstar’s Analysis PCMM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx Private Credit CLO ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PCMM

More PCMM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

4.00 11M
Cash and Equivalents

ANTARES CLO 2023-1 LTD 5.66%

3.73 10M
Securitized

Woodmont 2017-1 Trust 5.51%

3.22 9M
Securitized

MFIC BETHESDA CLO 1 LLC 6.05%

2.42 6M
Securitized

DEERPATH CAPITAL CLO 2023-1 LTD 5.52%

2.24 6M
Securitized

Antares Clo 2019-2 Ltd. 5.26%

2.24 6M
Securitized

Monroe CapitaL MML Clo XIV LLC 6.03%

2.24 6M
Securitized

LAKE SHORE MM CLO 2021-4R LTD 5.74%

1.91 5M
Securitized

ANTARES CLO 2024-6 LLC 5.83%

1.87 5M
Securitized

Cerberus Loan Funding 53 LLC 5.52%

1.87 5M
Securitized

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