SIFIHarbor Ares Systematic Multi-Sector Income ETF
Seeks income and total return.
By Harbor Capital Advisors Inc · Launched 2021
Annual Cost
0.50%
#2,660 of 5,854 · average
Fund Size
$34M
#4,033 of 5,854 · small
Dividend YieldGoal
6.43%
Track Record
4 years
#2,405 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,494+4.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 10.3% of fund✓ well diversified
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
97.2%
Cash
2.4%
Convertible
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.3%Low
Year-on-year price swings
Max drawdown
-14.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.05Good downside protection
Bond profile
Duration
5.0 years
Avg maturity
10.0 years
Credit ratings
US Government
21.0%
AA
0.6%
A
11.3%
BBB
36.7%
BB
30.2%
B
16.3%
Below B
4.9%
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
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Data updated on 2026-08-03