Harbor Capital Advisors Expands Growing ETF Lineup with the Harbor Osmosis International Resource Efficient and Harbor Emerging Markets Resource Efficient ETFs
EFFI and EFFE are managed by Osmosis Investment Management (subadvisor) a
Osmosis leverages its proprietary MoRE (Model of Resource Efficiency) quantitative model to drive stock selection. This seeks to provide diversified portfolios of high-quality, resource-efficient companies from the overall international equity universe of companies based in non-
“Finding specialized boutiques with a distinct alpha edge is what we live and breathe at Harbor, and I believe we have found another strong partner to add to our line-up of managers. EFFI and EFFE offer differentiated, alpha-seeking approaches to international equity investing while aiming to meaningfully lower the portfolio’s carbon, water, and waste footprint compared to their benchmarks, the MSCI World ex
Gleich added, “We believe that the combination of alpha with the potential for a reduced environmental footprint is compelling and in demand in the marketplace.”
EFFI may be appropriate as a core international equity allocation, and EFFE may be appropriate as a core emerging markets allocation, especially for investors looking to target alpha with a positive environmental impact. They have a total expense ratio of 55 and 78 basis points, respectively.
About Harbor Capital
Harbor Capital Advisors is an asset manager with an AUM of
Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.
Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.
EFFE: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Large cap stocks may underperform compared to small or mid cap stocks, which may lead the Fund to lag funds focused on smaller caps, while mid cap stocks carry added risks like illiquidity and higher volatility than those of large companies. The Fund's investments in foreign securities, particularly emerging markets, expose it to higher risks than funds investing only in the
EFFI: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Large cap stocks may underperform compared to small or mid cap stocks, which may lead the Fund to lag funds focused on smaller caps, while mid cap stocks carry added risks like illiquidity and higher volatility than those of large companies. The Fund's investments in foreign securities expose it to higher risks than Funds investing only in the
The Subadvisor considers certain Environmental, Social and Governance (ESG) factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.
The MSCI World ex
The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice or a recommendation to purchase a particular security.
Alpha is a measure of risk (beta)-adjusted return.
A basis point is one hundredth of 1 percentage point.
Osmosis Asset Management,
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
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MEDIA:
Hedda Nadler – Hedda@mountandnadler.com
Andrew
Source: Harbor Capital Advisors, Inc.