Morningstar

ActivePassive Core Bond ETF APCB

Morningstar Medalist Rating
Medalist Rating as of | See Active Passive Investment Hub

Morningstar’s Analysis APCB

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

  • People Pillar

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

ActivePassive Core Bond ETF's Average People Pillar and Process Pillar ratings result in 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings APCB

More APCB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MBS ETF

12.66 94.8 Mil
—

Vanguard Total International Bond ETF

9.80 73.4 Mil
—

iShares Core US Aggregate Bond ETF

3.71 27.7 Mil
—

United States Treasury Notes 4.38%

2.02 15.1 Mil
Government

United States Treasury Notes 4.13%

1.60 12.0 Mil
Government

United States Treasury Notes 4%

1.46 11.0 Mil
Government

United States Treasury Notes 3.88%

1.33 10.0 Mil
Government

First American Government Obligs X

1.32 9.9 Mil
Cash and Equivalents

United States Treasury Notes 4.25%

0.92 6.9 Mil
Government

United States Treasury Notes 4.5%

0.86 6.4 Mil
Government

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