Morningstar

ActivePassive Core Bond ETF APCB

Morningstar Medalist Rating
Medalist Rating as of | See Active Passive Investment Hub

Morningstar’s Analysis APCB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ActivePassive Core Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings APCB

More APCB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MBS ETF

11.94 120M
—

Vanguard Total International Bond ETF

9.81 98M
—

iShares Core US Aggregate Bond ETF

4.12 41M
—

United States Treasury Notes 4.38%

1.37 14M
Government

United States Treasury Notes 4.13%

0.98 10M
Government

First American Government Obligs X

0.89 9M
Cash and Equivalents

United States Treasury Notes 3.88%

0.71 7M
Government

OTHER ASSETS AND LIABILITIES

0.70 7M
—

United States Treasury Notes 4.25%

0.61 6M
Government

United States Treasury Notes 3.5%

0.57 6M
Government

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