Morningstar

Harbor Disciplined Bond ETF AGGS

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

Morningstar’s Analysis AGGS

Will AGGS outperform in the 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 AGGS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Associate Analyst Joe Bullard

Joe Bullard

Associate Analyst

Summary

A conservative core-plus bond flavor. Harbor Core Plus Bond stands out from its intermediate core-plus bond Morningstar Category peers for its investor-friendly fee structure and the conservative approach that its experienced team has implemented consistently over the long term.

by Joe Bullard
Rated on Published on

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Portfolio Holdings AGGS

More AGGS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.625%

7.12 3M
Government

United States Treasury Bonds 4.625%

5.34 2M
Government

United States Treasury Notes 4.625%

1.12 419,796
Government

Government National Mortgage Association 2.5%

0.97 364,108
Securitized

United States Treasury Bonds 4.75%

0.95 358,761
Government

Federal Home Loan Mortgage Corp. 5.5%

0.89 334,154
Securitized

Federal Home Loan Mortgage Corp. 2.5%

0.77 289,992
Securitized

Federal Home Loan Mortgage Corp. 4.5%

0.76 285,554
Securitized

Federal Home Loan Mortgage Corp. 2.5%

0.70 262,405
Securitized

Federal Home Loan Mortgage Corp. 3%

0.68 254,578
Securitized

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