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Harbor Scientific Alpha Income ETF SIFI

Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis SIFI

Will SIFI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Harbor Scientific Alpha Income ETF to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings SIFI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

B56329597 Cds Usd R V 03mevent P56329597pro Ccpcdx

25.63 12.5 Mil
Derivative

2 Year Treasury Note Future June 24

20.86 10.2 Mil
Government

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

9.13 4.5 Mil
Government

B58085315 Cds Usd R V 03mevent P58085315pro Ccpcdx

8.41 4.1 Mil
Derivative

Us Dollar

4.60 2.2 Mil
Cash and Equivalents

10 Year Treasury Note Future June 24

1.80 875,875
Government

Hess Midstream Operations LP 5.625%

0.82 397,941
Corporate

Vistra Operations Co LLC 4.375%

0.76 371,769
Corporate

Vector Group Ltd 5.75%

0.76 370,973
Corporate

Grubhub Holdings Inc 5.5%

0.74 362,412
Corporate