Harbor Capital Advisors Expands Growing ETF Lineup and Extends Strategic Partnership with IR+M

Harbor Capital Advisors, Inc. ("Harbor"), an asset manager that curates a suite of actively managed ETFs, mutual funds, and collective investment trusts, has added the Harbor Disciplined Bond ETF to its growing ETF offerings, extending its strategic partnership with Income Research + Management (IR+M).

The Harbor Disciplined Bond ETF (Ticker: AGGS) seeks total return by investing primarily in U.S. dollar denominated fixed income securities.

Why AGGS and Why IR+M?

For 37 years, IR+M has managed U.S. dollar-denominated fixed income portfolios and focused on seeking consistent investment results while providing exceptional client service. The firm, which maintains a duration-neutral posture relative to the benchmark, uses a disciplined, bottom-up security selection approach. With AGGS, the team invests in investment-grade bonds, and includes a moderate exposure to higher-rated high-yield securities.

“We launched the Harbor Disciplined Bond ETF to specifically address the need for a consistent, conservative approach to fixed income investing that focuses on security selection,” said Kristof Gleich, President, and CIO at Harbor Capital Advisors. “We believe clients want that unwavering approach during varying market conditions, and now they can access it in an ETF.”

“We are thrilled to grow our Harbor partnership with the introduction of AGGS, and we look forward to delivering compelling investment results for investors,” added Bill O’Malley, Chief Executive Officer and Co-Chief Investment Officer of IR+M.

Consider AGGS for investors seeking risk-adjusted returns from their fixed-income allocation or as a complementary allocation to a fixed income option that may leverage macro calls, derivatives, or currency to seek returns.

Harbor also offers the Harbor Core Bond Fund (Ticker: HACBX) and Harbor Core Plus Fund (Ticker: HABDX) with subadvisor IR+M.

About Harbor Capital

Harbor Capital Advisors is an asset manager with an AUM of $56.8 billion as of March 31, 2024 and is known for prudently curating a suite of active ETFs, mutual funds, and collective investment trusts from boutique managers. Advisors looking for distinct and differentiated investment options for their clients’ portfolios often connect with our obsession to find what we believe are the best and most bold solutions that have the potential to produce compelling risk-adjusted returns. For more information, visit www.harborcapital.com.