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SIFIHarbor Ares Systematic Multi-Sector Income ETF

Get incomeGrow my money4y track recordRanked #1,245 of 1,622 in this goal

Seeks income and total return.

By Harbor Capital Advisors Inc · Launched 2021

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$33M

#3,954 of 5,562 · small

Dividend YieldGoal

6.47%

Track Record

4 years

#2,460 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,686+6.9%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 10.1% of fundwell diversified

NOVELIS CORP
1.2%
HOME DEPOT INC
1.1%
DEUTSCHE TELEKOM INT FIN
1.1%
JDE PEET'S NV
1.1%
RAIN CARBON INC
1.0%
WAYFAIR LLC
0.9%
CVR ENERGY INC
0.9%
JAPAN TOBACCO INC
0.9%
OPEN TEXT CORP
0.9%
APPLOVIN CORP
0.9%

Asset allocation

Bonds
96.3%
Cash
3.2%
Convertible
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.3%Low

Year-on-year price swings

Max drawdown
-14.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.76Decent risk-adjusted returns
Sortino (3Y)
1.12Good downside protection

Bond profile

Duration

4.8 years

Avg maturity

10.0 years

Credit ratings

US Government
16.4%
AA
0.6%
A
10.3%
BBB
38.9%
BB
27.0%
B
19.1%
Below B
4.1%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks income and total return.
Strategy
Invests primarily in fixed income instruments, including high yield corporate bonds and U.S. Treasury futures. The Subadvisor employs a systematic investment process using quantitative models and back-testing to inform asset allocation decisions. The Fund may also invest in foreign securities and ETFs to manage exposures. The Subadvisor considers ESG factors and aims to maximize returns while minimizing risk and transaction costs.
Inception date
September 14, 2021
Fund family
Harbor Capital Advisors Inc

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Data updated on 2026-06-19