Morningstar

BondBloxx Bloomberg One YrTrgDurUSTrsETF XONE

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

Morningstar’s Analysis XONE

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 XONE

More XONE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2%

2.68 14.4 Mil
Government

United States Treasury Notes 2.13%

2.62 14.1 Mil
Government

United States Treasury Notes 4.25%

2.56 13.8 Mil
Government

United States Treasury Notes 4.63%

2.49 13.4 Mil
Government

United States Treasury Notes 2.63%

2.42 13.0 Mil
Government

United States Treasury Notes 5%

2.42 13.0 Mil
Government

United States Treasury Notes 2.25%

2.40 12.9 Mil
Government

United States Treasury Notes 4.25%

2.38 12.8 Mil
Government

United States Treasury Notes 1.75%

2.36 12.7 Mil
Government

United States Treasury Notes 4.5%

2.33 12.5 Mil
Government

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