BBSAJPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA Fund Description
BBSA tracks a market-value-weighted index of US investment-grade bonds maturing in one to five years.
BBSA Factset Analytics Insight
BBSA holds a portfolio of USD-denominated short-term bonds. The fund defines “short-term” as a remaining maturity of one to five years—a bit longer than some’s one- to three-year definition of short-term, but still a reasonable take on the space. This means that BBSA may provide somewhat higher income—and duration—than many competitors. The fund’s portfolio is comprehensive, including corporates, Treasurys, agencies, CMBS, and ABS. BBSAs exposure to mortgages is limited to 15-year mortgages. The fund uses a sampling method in tracking the index, which means it will invest in a sample of securities that collectively have an investment profile similar to that of the underlying index. The fund and the index undergoes monthly rebalance.
BBSA MSCI ESG Analytics Insight
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF has an MSCI ESG Fund Rating of A based on a score of 6.62 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF ranks in the 58th percentile within its peer group and in the 60th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
BBSA Summary Data
BBSA Portfolio Data
BBSA Index Data
BBSA Portfolio Management
BBSA Tax Exposures
BBSA Fund Structure
BBSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BBSA. BBSA is rated a N/A out of 5.
BBSA Sector/Industry Breakdown
BBSA Top 10 Holdings[View All]
BBSA Top 5 Countries
BBSA Top 5 Currencies