Harbor Capital Advisors marks the 3-year anniversary of its Harbor Long-Term Growers ETF (WINN), managed by Jennison Associates. The ETF has shown strong performance, with a 31.35% return for the year ending December 31, 2024, and 12.44% since its inception on February 2, 2022.
The fund's performance has been competitive, with the Russell 1000 Growth Index returning 33.36% and the S&P 500 Index delivering 25.02% over the same period. WINN is approaching the $1 billion mark in assets under management, highlighting its growing popularity among investors.
The partnership between Harbor and Jennison Associates spans over five decades, demonstrating a long-term commitment to active management and growth investing. The ETF maintains a gross expense ratio of 0.57%.
Harbor Capital Advisors has restated the net asset value (NAV) per share for its Harbor Long-Term Growers ETF (WINN) as of February 4, 2022. The revised NAV is $18.46, down from the original $19.95, marking a 1.49% adjustment due to a prior calculation error. This discrepancy may influence investor confidence and trading behavior. Harbor manages approximately $63.5 billion in assets as of December 31, 2021, and emphasizes the importance of reviewing investment objectives and risks prior to investing. For more information, visit harborcapital.com.
Summary not available.
Harbor Capital Advisors has launched the Harbor Long-Term Growers ETF (WINN), an actively managed investment vehicle aimed at achieving long-term capital growth. Managed by Jennison Associates, the ETF utilizes a transparent strategy built on Jennison’s successful large-cap growth foundations. As of December 31, 2021, Jennison had $46 billion in assets under management. The ETF targets equity securities of U.S. companies with above-average growth prospects and employs a bottom-up investment approach. Harbor’s total assets managed stand at approximately $63.5 billion as of the same date.