SIHYHarbor Ares Systematic High-Yield ETF

Grow my money Get income4y track recordRanked #736 of 1,622 in this goal

Seeks total return.

By Harbor Capital Advisors Inc · Launched 2021

Annual Cost

0.48%

#2,335 of 5,562 · average

Fund Size

$141M

#2,617 of 5,562 · mid-size

Return (1Y)Goal

+8.4%

Track Record

4 years

#2,460 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,845+8.5%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 9.4% of fund✓ well diversified

CARVANA CO

1.3%

HNI CORP

1.0%

NOVELIS CORP

1.0%

VALARIS LTD

0.9%

DELEK LOG PART/FINANCE

0.9%

GENMAB A/S/GENMAB FIN

0.9%

ALLISON TRANSMISSION INC

0.9%

CARNIVAL CORP

0.8%

HILTON DOMESTIC OPERATIN

0.8%

DYCOM INDUSTRIES INC

0.8%

Asset allocation

Bonds

97.9%

Cash

2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

4.2%Low

Year-on-year price swings

Max drawdown

-13.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

1.00Decent risk-adjusted returns

Sortino (3Y)

1.47Good downside protection

Bond profile

Duration

6.6 years

Avg maturity

9.8 years

Credit ratings

BBB

1.9%

59.1%

31.6%

Below B

7.4%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return.
Strategy: Invests primarily in below investment-grade corporate bonds and unrated securities, using a systematic investment process based on quantitative models and insights. Positions are sized to maximize returns while minimizing risk.
Inception date: September 14, 2021
Fund family: Harbor Capital Advisors Inc