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 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.

Weakness in Harbor Disciplined Bond ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.5%

9.63 2.6 Mil
Government

United States Treasury Bonds 4.25%

6.56 1.8 Mil
Government

United States Treasury Notes 4%

2.41 662,749
Government

Federal Home Loan Mortgage Corp. 4.5%

1.44 396,197
Securitized

Federal Home Loan Mortgage Corp. 2.5%

1.27 348,337
Securitized

United States Treasury Notes 4%

1.25 342,602
Government

Federal Home Loan Mortgage Corp. 3%

1.24 340,364
Securitized

United States Treasury Notes 3.875%

1.22 334,568
Government

Fnma Pass-Thru I 2.5%

1.12 307,321
Securitized

Federal Home Loan Mortgage Corp. 5.5%

1.07 294,681
Securitized

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