Harbor Scientific Alpha Income ETF SIFI

Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis SIFI

Will SIFI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Harbor Scientific Alpha Income ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings SIFI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

B21850350 Cds Usd R V 03mevent P21850350pro Ccpcdx

18.00 6.8 Mil
Derivative

Us 5yr Note (Cbt) Dec24 Xcbt 20241231

12.23 4.6 Mil
Government

Us Dollar

7.53 2.8 Mil
Cash and Equivalents

B58085315 Cds Usd R V 03mevent P58085315pro Ccpcdx

6.09 2.3 Mil
Derivative

Hess Midstream Operations LP 5.625%

1.06 399,650
Corporate

Grubhub Holdings Inc 5.5%

0.98 371,131
Corporate

Intesa Sanpaolo S.p.A. 4.198%

0.95 357,026
Corporate

Rakuten Group Inc. 11.25%

0.87 329,029
Corporate

Rain Carbon Inc 12.25%

0.86 324,146
Corporate

GEO Group Inc 10.25%

0.85 319,334
Corporate

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