Morningstar

Harbor Ares Systematic Multi-Sector Income ETF SIFI

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis SIFI

Will SIFI outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor Ares Systematic Mltsct Inc ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 26

10.59 3M
Government

S22644100 Cds Usd R F 1.00000 P22644100fee Ccpcdx

10.41 3M
Derivative

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

5.03 1M
Government

Us 10yr Note (Cbt)dec26 Xcbt 20261221

3.99 1M
Government

S32176770 Cds Usd R F 5.00000 P32176770fee Ccpcdx

3.50 1M
Derivative

Us Dollar

2.32 668,337
Cash and Equivalents

EIDP Inc 4.8%

0.97 280,518
Corporate

Prosus NV 3.061%

0.91 262,178
Corporate

SOFTBANK GROUP CORP SR UNSECURED 144A 04/34 9.75

0.88 253,080
Corporate

EnQuest PLC 9.875%

0.72 208,123
Corporate

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