Morningstar

BondBloxx IR+M Tax-Awr Shrt Dur ETF TAXX

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

Morningstar’s Analysis TAXX

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

  • People Pillar

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

BondBloxx IR+M Tax-Awr Shrt Dur ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TAXX

More TAXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

2.71 2.4 Mil
Cash and Equivalents

NORTH CAROLINA HSG FIN AGY HOMEOWNERSHIP REV 3.2%

1.42 1.3 Mil
municipal

ILLINOIS ST 5%

1.39 1.3 Mil
municipal

MICHIGAN FIN AUTH REV 5%

1.37 1.2 Mil
municipal

ST JOSEPH CNTY IND ECONOMIC DEV REV 5%

1.34 1.2 Mil
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 4%

1.26 1.1 Mil
municipal

NORTH EAST INDPT SCH DIST TEX 3.75%

1.26 1.1 Mil
municipal

PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH HOTEL ROOM EXCISE TAX RE

1.24 1.1 Mil
municipal

WEST VIRGINIA ST HSG DEV FD 3.25%

1.24 1.1 Mil
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

1.20 1.1 Mil
municipal

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