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Harbor Scientific Alpha Income ETF SIFI

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SIFI’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SIFI

More SIFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

21.40 10.2 Mil
Government

B56329597 Cds Usd R V 03mevent P56329597pro Ccpcdx

19.39 9.2 Mil
Derivative

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

9.29 4.4 Mil
Government

B58085315 Cds Usd R V 03mevent P58085315pro Ccpcdx

6.32 3.0 Mil
Derivative

Us Dollar

3.24 1.5 Mil
Cash and Equivalents

10 Year Treasury Note Future June 24

0.91 430,688
Government

Hess Midstream Operations LP 5.625%

0.83 392,637
Corporate

Vector Group Ltd 5.75%

0.76 360,288
Corporate

Vistra Operations Co LLC 4.375%

0.76 360,072
Corporate

Grubhub Holdings Inc 5.5%

0.75 354,227
Corporate