Harbor Capital Advisors Celebrates 3-Year Anniversary of Launch of First ETFs

The Harbor Scientific Alpha High-Yield and Harbor Scientific Alpha Income ETFs, offered with strategic partner BlueCove Limited, hit key milestone

Harbor Capital Advisors, Inc. ("Harbor"), the asset manager that curates a select suite of predominantly actively managed ETFs, mutual funds, and collective investment trusts, celebrates three years since becoming an issuer of ETFs and since the launch of their first ETFs: The Harbor Scientific Alpha High-Yield ETF (Ticker: SIHY) and the Harbor Scientific Alpha Income ETF (Ticker: SIFI).

“We believe great things happen in ‘3s,’” said an emphatic Kristof Gleich, President and CIO at Harbor Capital Advisors, “Fixed income investors closely evaluate performance, yield, and risk. We see BlueCove checking all those boxes plus some, and now they have an even more compelling track record.”

Gleich added, “We focus on curating active investment managers who believe they can deliver an edge and be one of the best in their craft. They seek to make their mark, especially in the U.S. market. We are delighted to continue to bring BlueCove’s expertise in credit to our existing clients and to new investors.”

Alex Khein, CEO BlueCove Limited, said: “We are excited to pass through the 3-year track record milestone with our partners at Harbor Capital. This is an important achievement for us and also many investors who are seeking durability of track record when evaluating managers.”

Average Annual Returns (as of June 30, 2024)

*3-yr figures are as of September 16, 2024
All other figures are annualized as of June 30, 2024
Harbor Scientific Alpha High-Yield ETF Gross Expense Ratio is 0.48%
Harbor Scientific Alpha Income ETF Gross Expense Ratio is 0.50%

Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions. Past performance reflects the beneficial effect of any expense waivers or reimbursements, without which returns would have been lower. Investment returns and principal value will fluctuate and when redeemed may be worth more or less than their original cost. Returns for periods less than one year are not annualized. Current performance may be higher or lower and is available through the most recent month end at harborcapital.com or by calling 800-422-1050.

Harbor also offers the Harbor Convertible Securities Fund (Ticker: HACSX) with subadvisor BlueCove Limited.

About Harbor Capital

Harbor Capital Advisors is an asset manager with AUM of $60.0 billion as of June 30, 2024, and is known for prudently curating innovative investment strategies from boutique managers from around the globe. Advisors looking for differentiated investment options for their clients’ portfolios often connect with our obsession to find what we believe are bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.

About BlueCove Limited

BlueCove is a scientific asset management firm founded in 2018. BlueCove researches, develops and deploys a scientific investment process applicable to fixed income management. BlueCove’s scientific fixed income investment solutions seek to provide investors both an alternative and a complement to traditional discretionary fixed income strategies. For more information, visit www.bluecove.com

Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.

All investments involve risk including the possible loss of principal. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value.

Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

SIHY & SIFI: All investments involve risk including the possible loss of principal. Fixed income securities fluctuate in price in response to various factors, including changes in interest rates, changes in market conditions and issuer-specific events, and the value of your investment in the Fund may go down. There is a greater risk that the Funds will lose money because they invest in below- investment grade fixed income securities and unrated securities of similar credit quality (commonly referred to as “high-yield securities” or “junk bonds”). These securities are considered speculative because they have a higher risk of issuer default, are subject to greater price volatility and may be illiquid. Because the Funds may invest in securities of foreign issuers, an investment in the Funds is subject to special risks in addition to those of U.S. securities. These risks include heightened political and economic risks, greater volatility, currency fluctuations, higher transaction costs, delayed settlement, possible foreign controls on investment, possible sanctions by government bodies of other countries and less stringent investor protection and disclosure standards of foreign markets.

The ICE BofA U.S. High Yield Index (H0A0) Index is an unmanaged index that tracks the performance of below investment grade U.S. Dollar-denominated corporate bonds publicly issued in the U.S. domestic market. All bonds are U.S. dollar denominated and rated Split BBB and below. This unmanaged index does not reflect fees and expenses and is not available for direct investment.

The Bloomberg U.S. Aggregate Bond Index is an unmanaged index of investment-grade fixed-rate debt issues with maturities of at least one year. This unmanaged index does not reflect fees and expenses and is not available for direct investment.

Alpha refers to excess returns earned on an investment above the benchmark return when adjusted for risk.
Yield is a return measure for an investment over a set period of time, expressed as a percentage.

Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

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