Morningstar

BondBloxx BB Rated USD High Yield Corporate Bond ETF XBB

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

Morningstar’s Analysis XBB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx BB Rated USD HY 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 XBB

More XBB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

1.22 6M
Cash and Equivalents

Meridian Arc Holdco LLC 6.25%

0.67 3M
Corporate

SOFTBANK GROUP CORP REGD 144A P/P

0.57 3M
Corporate

SOFTBANK GROUP CORP REGD 144A P/P

0.57 3M
Corporate

Prior Rno Property Owner 1 LLC 6.5%

0.53 3M
Corporate

Quikrete Holdings Inc 6.38%

0.48 2M
Corporate

Galaxy Helios Data Centers II LLC 9.88%

0.43 2M
Corporate

SV RNO Property Owner 1 LLC 5.88%

0.43 2M
Corporate

WULF Compute LLC 7.75%

0.42 2M
Corporate

Venture Global LNG Inc. 9.5%

0.41 2M
Corporate

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