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AGGS
-0.26 · -0.63%
$41.09 · NYSE ARCA

Harbor ETF Trust (AGGS) ETF Analysis | Intermediate Core-Plus Bond

Harbor Capital Advisors Inc · USA
AUM:$38.7M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

AGGS returned +5.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is AGGS?

The fund invests primarily in U. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
AGGS returned 5.0% over the past year.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$38.7M
Expense Ratio0.35%
Dividend Yield5.34%
Holdings1
Inception DateMay 2024
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta–
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.8%
1Y
+1.3%
3Y
+10.7%
5Y
+10.7%
OpenBook InsightIf you had invested £10,000 in AGGS 5 years ago, it would have grown to £11,071 — a gain of £1,071.

Annual Returns

Calendar year performance

AGGS delivered positive returns in 2 of the last 3 calendar years.
YearAGGS
2026 YTD-1.0%
2025+7.4%
2024+4.2%
CAGR 2yr+5.8%
2/3 positive yearsAvg return: +3.5%Worst year: -1.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
4.1%
Low
Momentum
-0.3%
30-day change
Support Level
40.15
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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