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iShares Agency Bond ETF AGZ

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

Morningstar’s Analysis AGZ

Will AGZ 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 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.

A sound investment process and strong management team underpin iShares Agency Bond ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Home Loan Banks 0.96%

5.89 37.5 Mil
Government

Tennessee Valley Authority 6.75%

5.61 35.7 Mil
Government

Federal Home Loan Mortgage Corp. 0%

3.88 24.7 Mil
Government

United States Treasury Bills 0%

3.84 24.4 Mil
Government

Federal Home Loan Banks 3.13%

3.25 20.7 Mil
Government

Federal Home Loan Mortgage Corp. 0.38%

3.23 20.6 Mil
Government

Federal Home Loan Banks 0.9%

2.92 18.6 Mil
Government

Federal National Mortgage Association 6.25%

2.78 17.7 Mil
Government

Federal National Mortgage Association 0.88%

2.57 16.4 Mil
Government

Federal Home Loan Banks 2.32%

2.31 14.7 Mil
Government