Simplify Aggregate Bond ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Simplify Aggregate Bond ETF AGGH
Morningstar’s Analysis AGGH
Will AGGH outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AGGH 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 AGGH’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Core US Aggregate Bond ETF | 79.92 | 480M | — |
10 Year Treasury Note Future Sept 26 | 15.53 | 93M | Government |
Irs R Sofr 12/15/2027 12/15/2037 | 6.95 | 42M | Government |
United States Treasury Notes 2.125% | 4.19 | 25M | Government |
Cash | 0.24 | 1M | Cash and Equivalents |
Us Bond Fut Opt Jul26p 105 | 0.00 | 0 | Derivative |
Us Bond Fut Opt Aug26c 116 | −0.02 | −98,438 | Derivative |
Irs P 3.896 12/15/2027 12/15/2037 | −6.82 | −41M | Government |
United States