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Madison Aggregate Bond ETF MAGG

Morningstar Medalist Rating
Medalist Rating as of | See Madison Investment Investment Hub

Morningstar’s Analysis MAGG

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Madison Aggregate Bond ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 MAGG

More MAGG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

4.08 2.1 Mil
Government

United States Treasury Notes 4.5%

3.65 1.9 Mil
Government

United States Treasury Notes 4.88%

3.38 1.8 Mil
Government

United States Treasury Notes 4%

3.27 1.7 Mil
Government

United States Treasury Notes 4%

3.25 1.7 Mil
Government

United States Treasury Bonds 4.13%

3.09 1.6 Mil
Government

CHASE AUTO OWNER TRUST 2023-A 5.9%

1.65 865,806
Securitized

Federal Home Loan Mortgage Corp. 5%

1.61 841,553
Securitized

United States Treasury Bonds 3.88%

1.54 806,730
Government

Federal Home Loan Mortgage Corp. 6%

1.43 748,191
Securitized