Harbor Capital Advisors Celebrates 3-Year Anniversary with HGER, the Harbor ETF Managed by Strategic Partner Quantix Commodities
Harbor Capital Advisors marks the three-year milestone of its Harbor Commodity All-Weather Strategy ETF (HGER), launched to address perceived gaps in commodity investment solutions. According to Kristof Gleich, President and CIO, the ETF was created to tackle inherent flaws in traditional benchmarks and provide better investment options for under-allocated commodity investors.
The company partnered with Quantix Commodities with the ambitious goal of establishing HGER as the new benchmark for commodities investing. The timing remains relevant as inflation has consistently remained above the 2% target for over four years, marking the longest such stretch in thirty years.
HGER is positioned as a solution for investors seeking to build higher-return portfolios with enhanced durability, moving beyond traditional 60/40 investment mixes. The ETF maintains a gross expense ratio of 0.68%.
Harbor Capital Advisors celebra il traguardo di tre anni della sua Harbor Commodity All-Weather Strategy ETF (HGER), lanciata per affrontare le lacune percepite nelle soluzioni di investimento in materie prime. Secondo Kristof Gleich, Presidente e CIO, l'ETF è stato creato per affrontare i difetti intrinseci nei benchmark tradizionali e fornire migliori opzioni di investimento per gli investitori in materie prime sottovalutati.
L'azienda ha collaborato con Quantix Commodities con l'ambizioso obiettivo di stabilire HGER come il nuovo benchmark per gli investimenti in materie prime. Il momento rimane rilevante poiché l'inflazione è rimasta costantemente sopra l'obiettivo del 2% per oltre quattro anni, segnando il periodo più lungo degli ultimi trenta anni.
HGER è posizionato come una soluzione per gli investitori che cercano di costruire portafogli a rendimento più elevato con una maggiore durabilità, superando le tradizionali miscele di investimento 60/40. L'ETF mantiene un rapporto di spesa lordo dello 0,68%.
Harbor Capital Advisors celebra el hito de tres años de su Harbor Commodity All-Weather Strategy ETF (HGER), lanzado para abordar las brechas percibidas en las soluciones de inversión en materias primas. Según Kristof Gleich, Presidente y CIO, el ETF fue creado para abordar las fallas inherentes en los índices tradicionales y proporcionar mejores opciones de inversión para los inversores en materias primas subinvertidos.
La empresa se asoció con Quantix Commodities con el ambicioso objetivo de establecer HGER como el nuevo índice para la inversión en materias primas. El momento sigue siendo relevante ya que la inflación se ha mantenido consistentemente por encima del objetivo del 2% durante más de cuatro años, marcando el período más largo en treinta años.
HGER está posicionado como una solución para los inversores que buscan construir carteras de mayor rendimiento con mayor durabilidad, yendo más allá de las mezclas de inversión tradicionales del 60/40. El ETF mantiene un ratio de gastos brutos del 0,68%.
하버 캐피탈 어드바이저스는 하버 원자재 올웨더 전략 ETF (HGER)의 3주년을 기념합니다. 이 ETF는 원자재 투자 솔루션의 인식된 격차를 해결하기 위해 출시되었습니다. 크리스토프 글라이히(Kristof Gleich) 사장 겸 CIO에 따르면, 이 ETF는 전통적인 벤치마크의 고유한 결함을 해결하고 원자재에 과소 투자하는 투자자들에게 더 나은 투자 옵션을 제공하기 위해 만들어졌습니다.
회사는 퀀틱스 원자재와 협력하여 HGER를 원자재 투자에 대한 새로운 벤치마크로 설정하는 야심찬 목표를 세웠습니다. 인플레이션이 4년 이상 2% 목표를 지속적으로 초과해 온 만큼, 현재 시점은 여전히 중요합니다. 이는 30년 만에 가장 긴 기간입니다.
HGER는 더 높은 수익률을 추구하는 투자자들을 위한 솔루션으로 자리잡고 있으며, 전통적인 60/40 투자 혼합을 넘어서는 내구성이 향상된 포트폴리오를 구축하려는 투자자들에게 적합합니다. 이 ETF의 총 경비 비율은 0.68%입니다.
Harbor Capital Advisors marque le cap des trois ans de son Harbor Commodity All-Weather Strategy ETF (HGER), lancé pour répondre aux lacunes perçues dans les solutions d'investissement en matières premières. Selon Kristof Gleich, Président et CIO, l'ETF a été créé pour remédier aux défauts inhérents des benchmarks traditionnels et offrir de meilleures options d'investissement aux investisseurs en matières premières sous-investis.
L'entreprise s'est associée à Quantix Commodities avec l'ambitieux objectif d'établir HGER comme la nouvelle référence pour l'investissement dans les matières premières. Le moment est d'autant plus pertinent que l'inflation est restée constamment au-dessus de l'objectif de 2 % pendant plus de quatre ans, marquant la plus longue période depuis trente ans.
HGER est positionné comme une solution pour les investisseurs cherchant à constituer des portefeuilles à rendement plus élevé avec une durabilité accrue, allant au-delà des mélanges d'investissement traditionnels de 60/40. L'ETF maintient un ratio de dépenses brut de 0,68 %.
Harbor Capital Advisors feiert den dreijährigen Meilenstein seines Harbor Commodity All-Weather Strategy ETF (HGER), das ins Leben gerufen wurde, um wahrgenommene Lücken in den Anlagelösungen für Rohstoffe zu schließen. Laut Kristof Gleich, Präsident und CIO, wurde der ETF geschaffen, um die inhärenten Mängel traditioneller Benchmarks zu beheben und bessere Anlageoptionen für unterinvestierte Rohstoffanleger zu bieten.
Das Unternehmen hat sich mit Quantix Commodities zusammengetan, um HGER als neue Benchmark für Rohstoffinvestitionen zu etablieren. Der Zeitpunkt bleibt relevant, da die Inflation seit über vier Jahren konstant über dem Ziel von 2 % liegt, was den längsten Zeitraum in dreißig Jahren markiert.
HGER wird als Lösung für Anleger positioniert, die höhere Renditeportfolios mit verbesserter Haltbarkeit aufbauen möchten und über traditionelle 60/40-Anlage-Mischungen hinausgehen. Der ETF hat eine Bruttoausgabenquote von 0,68 %.
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“We launched HGER three years ago, with the belief that investors in commodities were under allocated to the asset class and underserved from a quality of available investment solutions perspective. We believed then, as now, that there are inherent flaws in the benchmarks that investors allocate to, or active managers peg their risk management towards, and we want to help the industry break free from those constraints,” said Kristof Gleich, President and CIO at Harbor Capital Advisors.
Gleich continued, “We partnered with Quantix with a simple but bold goal: become the new benchmark for commodities investing and lead the space. Three years in, and we are delighted and on our way to achieving that goal, but we still have much work ahead.
“The case for thoughtful diversification away from a simple 60/40 mix remains well in place. As of this month, inflation hasn’t been below the
Average Annual Returns (as of December 31, 2024)
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Since ETF Inception (2/9/22) |
Harbor Commodity All-Weather Strategy ETF at NAV |
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Harbor Commodity All-Weather Strategy at Market Price |
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Quantix Commodity Total Return Index |
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Bloomberg Commodity Index Total Return (SM) |
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*3-yr figures are as of February 10, 2025
All other figures are annualized as of December 31, 2024
Harbor All-Weather Commodity Strategy ETF Gross Expense Ratio is
Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions. Past performance reflects the beneficial effect of any expense waivers or reimbursements, without which returns would have been lower. Investment returns and principal value will fluctuate and when redeemed may be worth more or less than their original cost. Returns for periods less than one year are not annualized. Current performance may be higher or lower and is available through the most recent month end at harborcapital.com or by calling 800-422-1050.
About Harbor Capital
Harbor Capital Advisors is an asset manager with AUM of
About Quantix Commodities
Quantix offers comprehensive commodity investment solutions delivered by a team of experienced managers. The Quantix partners were pioneers in enhanced commodity index investing while working together at Goldman Sachs, managing the business during the biggest period of commodity index AUM growth in history. With demonstrated trust across their institutional client base and more than 50 years of combined commodity experience, they aim for quality in every part of their business. In 2022 Quantix deployed a compelling inflation hedging framework in the creation of the Quantix Commodity Index. For more information on a firm that eats, sleeps, and drinks commodities, please visit www.quantixcommodities.com.
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.
All investments involve risk including the possible loss of principal.
Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value.
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.
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. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.
Commodity Risk: The Fund has exposure to commodities through its and/or the Subsidiary’s investments in commodity-linked derivative instruments. Authorized Participant Concentration/Trading Risk: Only authorized participants (“APs”) may engage in creation or redemption transactions directly with the Fund. Commodity-Linked Derivatives Risk: The Fund’s investments in commodity-linked derivative instruments (either directly or through the Subsidiary) and the tracking of an Index comprised of commodity futures may subject the Fund to significantly greater volatility than investments in traditional securities.
Diversification does not assure a profit or protect against loss in a declining market.
A “60/40 portfolio” is guidepost portfolio for a moderate risk investor. Portfolio allocations of
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.
The Bloomberg Commodity Index (“BCOM”) is designed to be a highly liquid and diversified benchmark for commodity investments via futures contracts.
The Quantix Commodity Index (“QCI”) is calculated on a total return basis, which combines the returns of the futures contracts with the returns on cash collateral invested in 13-week
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.
FAQ
What is the performance track record of Harbor's HGER ETF since its launch?
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How long has inflation remained above the 2% target according to Harbor's HGER announcement?
What was the strategic rationale behind launching HGER according to Harbor Capital?
Who is Harbor's strategic partner in managing the HGER ETF?
