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SIFIHarbor Ares Systematic Multi-Sector Income ETF

Get incomeGrow my money5y track recordRanked #1,241 of 1,706 in this goal

Seeks income and total return.

By Harbor Capital Advisors Inc · Launched 2021

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$34M

#4,148 of 6,040 · small

Return (1Y)

+2.0%

Track Record

5 years

#2,415 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,212+2.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 10.3% of funddiversified

NOVELIS CORP
1.2%
HOME DEPOT INC
1.1%
VIATRIS INC
1.1%
JDE PEET'S NV
1.1%
DEUTSCHE TELEKOM INT FIN
1.1%
PARK-OHIO INDUSTRIES INC
1.0%
VM CONSOLIDATED INC
0.9%
JAPAN TOBACCO INC
0.9%
OPEN TEXT CORP
0.9%
XPO INC
0.9%

Asset allocation

Bonds
94.8%
Cash
5.2%
Convertible
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.2%Low

Year-on-year price swings

Max drawdown
-14.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.64Decent risk-adjusted returns
Sortino (3Y)
0.95Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

9.9 years

Credit ratings

US Government
18.1%
AA
1.6%
A
10.7%
BBB
36.5%
BB
29.5%
B
16.3%
Below B
5.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks income and total return.
Strategy
Invests primarily in fixed income instruments, including below investment-grade corporate bonds (high yield or junk bonds) and foreign issuers, including emerging market bonds. The Subadvisor employs a systematic investment process to optimize total returns while managing risk and volatility.
Inception date
September 14, 2021
Fund family
Harbor Capital Advisors Inc

Next steps

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Data updated on 2026-09-18