Harbor Capital Advisors Celebrates 3-Year Anniversary with a “WINNing” Portfolio, the Harbor Long-Term Growers ETF (WINN) Managed by Strategic Partner, Jennison Associates

Rhea-AI Summary

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%.

CHICAGO--(BUSINESS WIRE)-- Harbor Capital Advisors, Inc. ("Harbor"), the asset manager that curates a select suite of predominantly actively managed ETFs, mutual funds, and collective investment trusts, celebrates three years since launching the Harbor Long-Term Growers ETF (WINN).

“We are delighted to celebrate three years with WINN, and over five decades of successfully investing with Jennison Associates, leaders who continue to thrive on providing growth and other innovative investing solutions for clients,” said an enthusiastic Kristof Gleich, President and CIO at Harbor Capital Advisors, “The Jennison and Harbor brands are synonymous with delivering to clients strong performance through an unshakable belief in the power of compounding and exceptional long-term active management.”

Gleich added, “After achieving this milestone and climbing closer to the $1 billion mark in assets under management, we expect even more investors to access WINN in the days ahead. We know the next ten years are unlikely to be like the last ten and feel confident that having Jennison steward our clients’ capital through an unknown future will help them achieve compelling investment results. Fifty-year relationships are unusual, and we look forward to deepening our relationship over the years to come – hopefully someone remembers to invite me to the centenary celebration!”

Average Annual Returns (as of December 31, 2024)

	3-month	YTD	1-Year	3-Year*	Since ETF Inception (2/2/22)
Harbor Long-Term Growers ETF at NAV	5.97%	31.35%	31.35%	13.13%	12.44%
Harbor Long-Term Growers ETF at Market Price	6.25%	31.64%	31.64%	13.20%	12.52%
Russell 1000 Growth Index	7.07%	33.36%	33.36%	31.13%	13.71%
S&P 500 Index	2.41%	25.02%	25.02%	22.01%	10.62%

*3-yr figures are as of February 3, 2025
All other figures are annualized as of December 31, 2024

Harbor Long-Term Growers ETF Gross Expense Ratio is 0.57%

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 $65.0 billion as of December 31, 2024, and is known for prudently curating innovative investment strategies from boutique managers from around the globe. Advisors looking for differentiated investment options for their clients’ portfolios often connect with our obsession to find what we believe are bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

About Jennison Associates

Founded in 1969, Jennison Associates offers a range of equity and fixed income investment strategies. Its equity expertise spans styles, geographies and market capitalizations. Its fixed income capability includes investment-grade active and structured strategies of various durations. Original fundamental research, specialized investment teams, strong client focus, and highly experienced investment professionals are among the firm’s competitive distinctions. As of December 31, 2024, Jennison managed $211 billion in client assets.

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.

All investments involve risk including the possible loss of principal. 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. At times, a growth investing style may be out of favor with investors which could cause growth securities to underperform value or other equity securities.

Since the Fund may hold foreign securities, it may be subject to greater risks than funds invested only in the U.S. These risks are more severe for securities of issuers in emerging market regions. 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.

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.

The Russell 1000® Growth Index is an unmanaged index generally representative of the U.S. market for larger capitalization growth stocks. This unmanaged index does not reflect fees and expenses and is not available for direct investment. The Russell 1000® Growth Index and Russell® are trademarks of Frank Russell Company.

The S&P 500 Index is an unmanaged index generally representative of the U.S. market for large capitalization equities. This unmanaged index does not reflect fees and expenses and is not available for direct investment.

Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250210114067/en/

MEDIA:

Hedda Nadler – Hedda@mountandnadler.com

Andrew Greene – Andrew@mountandnadler.com 212-759-4440

Source: Harbor Capital Advisors, Inc.

FAQ

What is the YTD performance of Harbor Long-Term Growers ETF (WINN) as of December 2024?

WINN achieved a YTD return of 31.35% at NAV and 31.64% at market price as of December 31, 2024.

How has WINN performed compared to major indices since inception?

Since its inception on February 2, 2022, WINN has returned 12.44% at NAV, compared to 13.71% for the Russell 1000 Growth Index and 10.62% for the S&P 500 Index.

What is the expense ratio for the Harbor Long-Term Growers ETF (WINN)?

The gross expense ratio for WINN is 0.57%.

How long has Harbor Capital Advisors partnered with Jennison Associates?

Harbor Capital Advisors has maintained a partnership with Jennison Associates for over five decades.

What are WINN's 3-month returns as of December 2024?

WINN returned 5.97% at NAV and 6.25% at market price over the 3-month period ending December 31, 2024.