Morningstar

Simplify Aggregate Bond ETF AGGH

Morningstar Medalist Rating
Medalist Rating as of | See Simplify Asset Management Investment Hub

Morningstar’s Analysis AGGH

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Simplify Aggregate Bond ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AGGH

More AGGH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

80.68 203.9 Mil
—

10 Year Treasury Note Future Sept 24

7.83 19.8 Mil
Government

Schwab US TIPS ETF™

6.71 17.0 Mil
—

Federal National Mortgage Association 6.5%

4.05 10.2 Mil
Securitized

United States Treasury Bills 0%

0.39 992,865
Government

United States Treasury Bills 0%

0.39 987,318
Government

Usu4p 114.0 Comdty

−0.02 −62,500
Derivative

Maintenance Margin Ib

−0.03 −80,203
Cash and Equivalents

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