Morningstar

Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN

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

Morningstar’s Analysis XSVN

Will XSVN 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BondBloxx Bloomberg SevenYrTrgDurUSTrETF 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
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Portfolio Holdings XSVN

More XSVN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.38%

13.78 81M
Government

United States Treasury Notes 4.13%

13.71 80M
Government

United States Treasury Notes 4%

13.19 77M
Government

United States Treasury Notes 4.25%

11.86 69M
Government

United States Treasury Notes 4.63%

9.49 56M
Government

United States Treasury Notes 4.25%

3.81 22M
Government

United States Treasury Notes 4.5%

1.87 11M
Government

United States Treasury Notes 4%

1.85 11M
Government

United States Treasury Notes 3.88%

1.82 11M
Government

United States Treasury Notes 4.63%

1.78 10M
Government

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