Harbor Ares Systematic Mltsct Inc ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Harbor Ares Systematic Multi-Sector Income ETF SIFI
Morningstar’s Analysis SIFI
Will SIFI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SIFI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SIFI’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
S90149847 Cds Usd R F 1.00000 P90149847fee Ccpcdx | 14.77 | 6M | Derivative |
2 Year Treasury Note Future Sept 26 | 10.43 | 4M | Government |
S85599589 Cds Usd R F 5.00000 P85599589fee Ccpcdx | 5.17 | 2M | Derivative |
Us 5yr Note (Cbt) Sep26 Xcbt 20260930 | 4.90 | 2M | Government |
Us 10yr Note (Cbt)sep26 Xcbt 20260921 | 4.22 | 2M | Government |
Us Dollar | 2.86 | 1M | Cash and Equivalents |
Novelis Corporation 4.75% | 0.93 | 387,999 | Corporate |
Home Depot Inc. 3.25% | 0.90 | 372,634 | Corporate |
Viatris Inc 2.7% | 0.88 | 366,125 | Corporate |
JDE Peets N.V 2.25% | 0.84 | 347,511 | Corporate |
United States