Morningstar

BondBloxx Bloomberg FiveYrTrgDurUSTrsETF XFIV

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

Morningstar’s Analysis XFIV

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

  • People Pillar

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

BondBloxx Bloomberg FiveYrTrgDurUSTrsETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XFIV

More XFIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.63%

5.06 6.1 Mil
Government

United States Treasury Notes 0.88%

4.79 5.8 Mil
Government

United States Treasury Notes 0.63%

3.87 4.7 Mil
Government

United States Treasury Notes 1.5%

3.07 3.7 Mil
Government

United States Treasury Notes 4.25%

2.95 3.6 Mil
Government

United States Treasury Notes 4.63%

2.95 3.6 Mil
Government

United States Treasury Notes 4.63%

2.89 3.5 Mil
Government

United States Treasury Notes 4.25%

2.79 3.4 Mil
Government

United States Treasury Notes 4.13%

2.78 3.4 Mil
Government

United States Treasury Notes 3.75%

2.63 3.2 Mil
Government

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