A decline in its Process Pillar rating is the primary driver of Harbor Scientific Alpha Income ETF's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Morningstar’s Analysis SIFI
Will SIFI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date Mar 29, 2023
- Equity Holdings 0
- Bond Holdings 165
- Other Holdings 2
- % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Us 2yr Note (Cbt) Jun23 Xcbt 20230630
B92595741 Cds Usd R V 03mevent P92595741pro Ccpcdx
B73937750 Cds Usd R V 03mevent P73937750pro Ccpcdx
Cash and Equivalents
Rakuten Group Inc 10.25%
Open Text Corp 3.875%
Bath & Body Works Inc 6.875%
Vector Group Ltd 5.75%
Xerox Holdings Corporation 5.5%
Cimpress PLC 7%