Harbor Capital Advisors Celebrates 3-Year Anniversary of Launch of First ETFs
Harbor Capital Advisors celebrates the 3-year anniversary of its first ETFs: The Harbor Scientific Alpha High-Yield ETF (SIHY) and the Harbor Scientific Alpha Income ETF (SIFI). These ETFs, offered in partnership with BlueCove , have reached a significant milestone in the fixed income market.
Key points:
- SIHY has outperformed its benchmark, the ICE BofA US High Yield Index, with a 3-year return of 3.98% vs. 2.70%
- SIFI has outperformed the Bloomberg US Aggregate Bond Index, with a 3-year return of 0.71% vs. -1.45%
- Both ETFs offer competitive expense ratios: 0.48% for SIHY and 0.50% for SIFI
Harbor Capital Advisors emphasizes its focus on curating active investment managers who can deliver an edge in their craft, particularly in the U.S. market.
Harbor Capital Advisors celebra il terzo anniversario dei suoi primi ETF: l'Harbor Scientific Alpha High-Yield ETF (SIHY) e l'Harbor Scientific Alpha Income ETF (SIFI). Questi ETF, offerti in collaborazione con BlueCove, hanno raggiunto un traguardo significativo nel mercato del reddito fisso.
Punti chiave:
- SIHY ha sovraperformato il suo benchmark, l'ICE BofA US High Yield Index, con un rendimento su 3 anni del 3,98% rispetto al 2,70%
- SIFI ha sovraperformato il Bloomberg US Aggregate Bond Index, con un rendimento su 3 anni dello 0,71% rispetto al -1,45%
- Entrambi gli ETF offrono rapporti di spesa competitivi: 0,48% per SIHY e 0,50% per SIFI
Harbor Capital Advisors sottolinea il suo impegno nella selezione di gestori di investimento attivi che possano offrire un vantaggio nella loro area di competenza, in particolare nel mercato statunitense.
Harbor Capital Advisors celebra el tercer aniversario de sus primeros ETF: el Harbor Scientific Alpha High-Yield ETF (SIHY) y el Harbor Scientific Alpha Income ETF (SIFI). Estos ETF, ofrecidos en asociación con BlueCove, han alcanzado un hito significativo en el mercado de renta fija.
Puntos clave:
- SIHY ha superado su índice de referencia, el ICE BofA US High Yield Index, con un rendimiento a 3 años del 3.98% frente al 2.70%
- SIFI ha superado el Bloomberg US Aggregate Bond Index, con un rendimiento a 3 años del 0.71% frente al -1.45%
- Ambos ETF ofrecen razones de gastos competitivas: 0.48% para SIHY y 0.50% para SIFI
Harbor Capital Advisors enfatiza su enfoque en la selección de gestores de inversión activos que puedan ofrecer una ventaja en su especialidad, particularmente en el mercado estadounidense.
하버 캐피탈 어드바이저스는 첫 번째 ETF인 하버 사이언티픽 알파 하이일드 ETF (SIHY)와 하버 사이언티픽 알파 인컴 ETF (SIFI)의 3주년 기념일을 축하합니다. 이 ETF는 블루코브와의 파트너십을 통해 제공되며, 고정 수익 시장에서 중요한 이정표를 세웠습니다.
주요 사항:
- SIHY는 ICE BofA US High Yield Index를 초과 성과를 기록하며 3년 수익률이 3.98%로 2.70%를 초과했습니다.
- SIFI는 Bloomberg US Aggregate Bond Index를 초과 성과를 기록하며 3년 수익률이 0.71%로 -1.45%를 초과했습니다.
- 두 ETF 모두 경쟁력 있는 비용 비율을 제공합니다: SIHY는 0.48%, SIFI는 0.50%입니다.
하버 캐피탈 어드바이저스는 미국 시장에서 특히 자신의 전문성을 제공할 수 있는 능동적 투자 관리자를 선별하는 데 중점을 두고 있습니다.
Harbor Capital Advisors célèbre le troisième anniversaire de ses premiers ETF : l'Harbor Scientific Alpha High-Yield ETF (SIHY) et l'Harbor Scientific Alpha Income ETF (SIFI). Ces ETF, offerts en partenariat avec BlueCove, ont atteint une étape importante sur le marché de la dette.
Points clés :
- SIHY a surperformé son indice de référence, l'ICE BofA US High Yield Index, avec un rendement sur 3 ans de 3,98 % contre 2,70 %.
- SIFI a surperformé le Bloomberg US Aggregate Bond Index, avec un rendement sur 3 ans de 0,71 % contre -1,45 %.
- Les deux ETF offrent des ratios de dépenses compétitifs : 0,48 % pour SIHY et 0,50 % pour SIFI.
Harbor Capital Advisors souligne son engagement à sélectionner des gestionnaires d'investissement actifs capables d'apporter un avantage dans leur domaine de compétence, en particulier sur le marché américain.
Harbor Capital Advisors feiert den dritten Jahrestag seiner ersten ETFs: den Harbor Scientific Alpha High-Yield ETF (SIHY) und den Harbor Scientific Alpha Income ETF (SIFI). Diese ETFs, die in Partnerschaft mit BlueCove angeboten werden, haben einen bedeutenden Meilenstein im Markt für festverzinsliche Anlagen erreicht.
Wichtige Punkte:
- SIHY hat seinen Benchmark, den ICE BofA US High Yield Index, mit einer 3-Jahres-Rendite von 3,98% im Vergleich zu 2,70% übertroffen
- SIFI hat den Bloomberg US Aggregate Bond Index übertroffen, mit einer 3-Jahres-Rendite von 0,71% im Vergleich zu -1,45%
- Beide ETFs bieten wettbewerbsfähige Kostenverhältnisse: 0,48% für SIHY und 0,50% für SIFI
Harbor Capital Advisors betont seinen Fokus auf die Auswahl aktiver Investmentmanager, die in ihrem Fachgebiet einen Vorteil erzielen können, insbesondere im US-Markt.
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The Harbor Scientific Alpha High-Yield and Harbor Scientific Alpha Income ETFs, offered with strategic partner BlueCove Limited, hit key milestone
“We believe great things happen in ‘3s,’” said an emphatic Kristof Gleich, President and CIO at Harbor Capital Advisors, “Fixed income investors closely evaluate performance, yield, and risk. We see BlueCove checking all those boxes plus some, and now they have an even more compelling track record.”
Gleich added, “We focus on curating active investment managers who believe they can deliver an edge and be one of the best in their craft. They seek to make their mark, especially in the U.S. market. We are delighted to continue to bring BlueCove’s expertise in credit to our existing clients and to new investors.”
Alex Khein, CEO BlueCove Limited, said: “We are excited to pass through the 3-year track record milestone with our partners at Harbor Capital. This is an important achievement for us and also many investors who are seeking durability of track record when evaluating managers.”
Average Annual Returns (as of June 30, 2024)
3-month |
YTD |
1-Year |
3-Year* |
Since ETF Inception (9/14/21) |
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| Harbor Scientific Alpha High-Yield ETF at NAV |
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| Harbor Scientific Alpha High-Yield ETF at Market Price |
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| ICE BofA US High Yield Index (H0A0) Index |
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| Harbor Scientific Alpha Income ETF at NAV |
|
|
|
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- |
| Harbor Scientific Alpha Income ETF at Market Price |
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- |
| Bloomberg US Aggregate Bond Index |
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- |
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- |
- |
*3-yr figures are as of September 16, 2024
All other figures are annualized as of June 30, 2024
Harbor Scientific Alpha High-Yield ETF Gross Expense Ratio is
Harbor Scientific Alpha Income 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.
Harbor also offers the Harbor Convertible Securities Fund (Ticker: HACSX) with subadvisor BlueCove Limited.
About Harbor Capital
Harbor Capital Advisors is an asset manager with AUM of
About BlueCove Limited
BlueCove is a scientific asset management firm founded in 2018. BlueCove researches, develops and deploys a scientific investment process applicable to fixed income management. BlueCove’s scientific fixed income investment solutions seek to provide investors both an alternative and a complement to traditional discretionary fixed income strategies. For more information, visit www.bluecove.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.
SIHY & SIFI: All investments involve risk including the possible loss of principal. Fixed income securities fluctuate in price in response to various factors, including changes in interest rates, changes in market conditions and issuer-specific events, and the value of your investment in the Fund may go down. There is a greater risk that the Funds will lose money because they invest in below- investment grade fixed income securities and unrated securities of similar credit quality (commonly referred to as “high-yield securities” or “junk bonds”). These securities are considered speculative because they have a higher risk of issuer default, are subject to greater price volatility and may be illiquid. Because the Funds may invest in securities of foreign issuers, an investment in the Funds is subject to special risks in addition to those of
The ICE BofA
The Bloomberg
Alpha refers to excess returns earned on an investment above the benchmark return when adjusted for risk.
Yield is a return measure for an investment over a set period of time, expressed as a percentage.
Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240918826892/en/
MEDIA:
Hedda Nadler – Hedda@mountandnadler.com
Andrew
Source: Harbor Capital Advisors, Inc.
FAQ
What is the 3-year performance of the Harbor Scientific Alpha High-Yield ETF (SIHY)?
How does the Harbor Scientific Alpha Income ETF (SIFI) compare to its benchmark?
What are the expense ratios for Harbor's Scientific Alpha ETFs?
When were the Harbor Scientific Alpha High-Yield ETF (SIHY) and Harbor Scientific Alpha Income ETF (SIFI) launched?
Who is the strategic partner for Harbor Capital Advisors in offering these ETFs?
