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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Harbor Disciplined 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 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 26.8
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%

2.41 661,935
Government

Federal Home Loan Mortgage Corp. 4.5%

1.45 397,859
Securitized

Federal Home Loan Mortgage Corp. 2.5%

1.27 348,250
Securitized

Federal Home Loan Mortgage Corp. 3%

1.25 342,430
Securitized

Fnma Pass-Thru I 2.5%

1.12 307,585
Securitized

Federal Home Loan Mortgage Corp. 5.5%

1.07 294,914
Securitized

United States Treasury Notes 4%

1.05 288,450
Government

Fnma Pass-Thru I 5%

1.03 284,471
Securitized

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