Morningstar

iShares Agency Bond ETF AGZ

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

Morningstar’s Analysis AGZ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Agency 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AGZ

More AGZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 0.75%

13.30 74M
Government

Federal Home Loan Banks 3.5%

5.69 31M
Government

Federal National Mortgage Association 6.625%

5.64 31M
Government

Federal National Mortgage Association 7.125%

4.77 26M
Government

Federal Farm Credit Banks 3.625%

4.74 26M
Government

Federal National Mortgage Association 6.25%

3.55 20M
Government

Federal Home Loan Banks 3.5%

3.53 20M
Government

BlackRock Cash Funds Treasury SL Agency

3.41 19M
Cash and Equivalents

United States Treasury Notes 4.125%

2.71 15M
Government

Federal Home Loan Mortgage Corp. 6.75%

2.64 15M
Government

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