Harbor Capital Advisors Expands Growing ETF Lineup and Extends Strategic Partnership with IR+M
Harbor Capital Advisors, Inc. expands its ETF lineup by introducing the Harbor Disciplined Bond ETF (Ticker: AGGS) and extending its strategic partnership with Income Research + Management (IR+M). The new ETF aims for total return by investing in U.S. dollar-denominated fixed income securities. IR+M brings 37 years of experience managing fixed income portfolios, emphasizing consistent investment results and client service. AGGS invests in investment-grade bonds with a moderate exposure to higher-rated high-yield securities, offering a conservative approach to fixed income investing.
Harbor Capital Advisors expands its ETF offerings, providing investors with more options for fixed income investing.
Strategic partnership extension with IR+M brings added expertise and experience in managing fixed income portfolios.
Introduction of AGGS addresses the need for a consistent, conservative approach to fixed income investing, focusing on security selection.
Investors may face risks associated with market conditions impacting fixed income securities, despite the conservative approach taken.
The Harbor Disciplined Bond ETF (Ticker: AGGS) seeks total return by investing primarily in
Why AGGS and Why IR+M?
For 37 years, IR+M has managed
“We launched the Harbor Disciplined Bond ETF to specifically address the need for a consistent, conservative approach to fixed income investing that focuses on security selection,” said Kristof Gleich, President, and CIO at Harbor Capital Advisors. “We believe clients want that unwavering approach during varying market conditions, and now they can access it in an ETF.”
“We are thrilled to grow our Harbor partnership with the introduction of AGGS, and we look forward to delivering compelling investment results for investors,” added Bill O’Malley, Chief Executive Officer and Co-Chief Investment Officer of IR+M.
Consider AGGS for investors seeking risk-adjusted returns from their fixed-income allocation or as a complementary allocation to a fixed income option that may leverage macro calls, derivatives, or currency to seek returns.
Harbor also offers the Harbor Core Bond Fund (Ticker: HACBX) and Harbor Core Plus Fund (Ticker: HABDX) with subadvisor IR+M.
About Harbor Capital
Harbor Capital Advisors is an asset manager with an AUM of
About IR+M
IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. IR+M’s investment philosophy and process are based on its belief that careful security selection and active risk management provide superior results over the long-term. IR+M had
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.
AGGS: There is no guarantee that the investment objective of the Fund will be achieved. Fixed income investments are affected by interest rate changes and the creditworthiness of the issues held by the Fund. As interest rates rise, the values of fixed income securities held by the Fund are likely to decrease and reduce the value of the Fund's portfolio. There may be a greater risk that the Fund could lose money due to prepayment and extension risks because the Fund invests, at times, in mortgage-related and/or asset backed securities. There can be no assurance that the Fund will grow to or maintain an economically viable size, in which case the Board of Trustees may determine to liquidate the Fund. High-yield investing poses additional credit risk related to lower-rated bonds. Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.
HACBX and HABDX: There is no guarantee that the investment objective of the Fund will be achieved. Fixed income investments are affected by interest rate changes and the creditworthiness of the issues held by the Fund. As interest rates rise, the values of fixed income securities held by the Fund are likely to decrease and reduce the value of the Fund's portfolio. There may be a greater risk that the Fund could lose money due to prepayment and extension risks because the Fund invests, at times, in mortgage-related and/or asset backed securities.
Duration is a commonly used measure of the sensitivity of the price of a debt security, or the aggregate market value of a portfolio of debt securities, to change in interest rates. Securities with a longer duration are more sensitive to changes in interest rates and generally have more volatile prices than securities of comparable quality with a shorter duration.
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.
Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
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Source: Harbor Capital Advisors, Inc.
FAQ
What is the new ETF introduced by Harbor Capital Advisors?
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What is the focus of Harbor's new ETF, AGGS?
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