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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Simplify Aggregate Bond ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 126.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

95.65 450M
—

10 Year Treasury Note Future Dec 26

19.19 90M
Government

Irs R Sofr 12/15/2027 12/15/2037

8.87 42M
Government

United States Treasury Notes 2.125%

5.18 24M
Government

US Treasury Bond Future Dec 26

4.23 20M
Government

5 Year Treasury Note Future Dec 26

2.22 10M
Government

Irs 4.27554/Sofr 090426 090431

2.13 10M
Government

Us Bond Fut Opt Dec26c 125

0.00 11,328
Derivative

Us Bond Fut Opt Dec26c 124

0.00 7,484
Derivative

Us Bond Fut Opt Dec26p 104

−0.02 −89,062
Derivative

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