JAGGJPMorgan 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 Barclays U.S. Aggregate Index.
JAGG Factset Analytics Insight
JAGG offers an active take on the Bloomberg Barclays 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. The fund launched with a very competitive fee.
JAGG MSCI ESG Analytics Insight
JPMorgan U.S. Aggregate Bond ETF has an MSCI ESG Fund Rating of A based on a score of 6.03 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JPMorgan U.S. Aggregate Bond ETF ranks in the 52nd percentile within its peer group and in the 62nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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JAGG Portfolio Management
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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.