Morningstar

BondBloxx Bloomberg SevenYrTrgDurUSTrETF XSVN

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

Morningstar’s Analysis XSVN

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

  • People Pillar

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

BondBloxx Bloomberg SevenYrTrgDurUSTrETF’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 XSVN

More XSVN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.5%

11.29 16.7 Mil
Government

United States Treasury Notes 4.38%

10.76 15.9 Mil
Government

United States Treasury Notes 4%

9.98 14.8 Mil
Government

United States Treasury Notes 3.88%

9.45 14.0 Mil
Government

United States Treasury Notes 3.38%

8.98 13.3 Mil
Government

United States Treasury Notes 3.5%

8.76 12.9 Mil
Government

United States Treasury Notes 2.75%

3.42 5.1 Mil
Government

United States Treasury Notes 3.88%

2.59 3.8 Mil
Government

United States Treasury Notes 4.13%

2.31 3.4 Mil
Government

United States Treasury Notes 1.88%

2.14 3.2 Mil
Government

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