Morningstar

Bondbloxx BBB Rated 5-10 Year Corporate Bond ETF BBBI

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

Morningstar’s Analysis BBBI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx BBB Rated 5-10 Yr Corp Bd ETF 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 BBBI

More BBBI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

0.74 1M
Cash and Equivalents

Space Exploration Technologies Corp. 5.65%

0.61 888,943
Corporate

Space Exploration Technologies Corp. 5.88%

0.60 866,431
Corporate

Oracle Corp. 5.7%

0.48 697,754
Corporate

Amgen Inc. 5.25%

0.45 650,410
Corporate

Verizon Communications Inc. 2.36%

0.42 615,516
Corporate

AerCap Ireland Capital Designated Activity Co. / AerCap Global Aviation Tru

0.38 550,269
Corporate

Oracle Corp. 5.2%

0.38 545,893
Corporate

Citigroup Inc. 6.17%

0.34 495,124
Corporate

AT&T Inc 2.55%

0.33 478,875
Corporate

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