Key stats
About Harbor ETF Trust Harbor Disciplined Bond ETF
Expense ratio
0.35%
Home page
Inception date
May 1, 2024
AGGS aims to achieve total return by primarily investing in US dollar-denominated fixed income securities, including government-guaranteed obligations, corporate debt, municipal debt, foreign issuer's debt and securitized debt like mortgage-backed securities. The fund limits its investment to 5% on securities from a single issuer except for US government-guaranteed debt. AGGS investment approach is based on bottom-up research, fundamental credit analysis of the issuer, review of the security's structure and relative-value comparisons with other opportunities. The Funds Sub-adviser also considers ESG factors in the investment process. Additionally, AGGS sector allocations are determined by relative values and opportunities. Risk and liquidity are also considered. Although primarily investing in investment-grade securities, the fund may invest up to 20% in high-yield bonds. Furthermore, AGGS may invest in preferred stocks and convertible securities, but no more than 25% of its total assets.
Classification
What's in the fund
Exposure type
Securitized
Government
Corporate
Stocks0.13%
Finance0.13%
Bonds, Cash & Other99.87%
Securitized35.71%
Government29.85%
Corporate28.60%
Cash5.27%
Municipal0.45%