Simplify Aggregate Bond ETF AGGH

Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis AGGH

Will AGGH outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings AGGH

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings116.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

94.24386M
—

10 Year Treasury Note Future Dec 26

13.2354M
Government

Irs R Sofr 12/15/2027 12/15/2037

10.1842M
Government

United States Treasury Notes 2.125%

5.9024M
Government

5 Year Treasury Note Future Dec 26

2.5510M
Government

Irs 4.27554/Sofr 090426 090431

2.4410M
Government

Us Bond Fut Opt Dec26c 124

0.000
Derivative

Us Bond Fut Opt Dec26c 125

0.000
Derivative

Us Bond Fut Opt Jan27c 116

−0.01−39,062
Derivative

Us Bond Fut Opt Jan27c 114

−0.02−62,500
Derivative

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