Morningstar

Bondbloxx BBB Rated 10+ Year Corporate Bond ETF BBBL

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

Morningstar’s Analysis BBBL

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

  • People Pillar

    The People Pillar is our evaluation of the BBBL 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 BBBL’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 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 BBBL

More BBBL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CVS Health Corp 5.05%

0.80 70,960
Corporate

Goldman Sachs Group, Inc. 6.75%

0.70 61,789
Corporate

Boeing Co. 5.81%

0.63 55,703
Corporate

AT&T Inc 3.5%

0.56 49,160
Corporate

CVS Health Corp 4.78%

0.55 49,093
Corporate

AT&T Inc 3.55%

0.52 45,898
Corporate

Oracle Corp. 6.7%

0.50 44,249
Corporate

Amgen Inc. 5.65%

0.47 41,578
Corporate

AT&T Inc 3.65%

0.45 39,726
Corporate

AT&T Inc 3.8%

0.44 38,515
Corporate

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