JAGG JPMorgan U.S. Aggregate Bond ETF
JAGG Fund Description
JAGG provides actively-managed exposure primarily to investment grade, USD-denominated bonds from many sectors. It aligns risk traits with those of the Bloomberg U.S. Aggregate Index.
JAGG Factset Analytics Insight
JAGG offers an active take on the Bloomberg U.S. Aggregate Index (the Agg), with an emphasis on factor-based bond selection among corporates. JAGG aligns its overall risk traits and sector weights to those of the Agg, thus providing broad exposure to investment grade, USD-denominated bonds from many sectors. However, JAGG’s managers overwhelming focus on corporates. They use three factors —value, quality and momentum— for bond selection within each corporate subsector (financials, industrials and utilities). Otherwise, the ETF opts for Agg-like sector exposure and rate-risk, aligning sector weights with unspecified tolerance, and duration to within one year.
JAGG Summary Data
JAGG Portfolio Data
JAGG Index Data
JAGG Portfolio Management
JAGG Tax Exposures
JAGG Fund Structure
JAGG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JAGG. JAGG is rated a N/A out of 5.
JAGG Sector/Industry Breakdown