• The power of fixed income ETFs

  • 2024/04/04
  • 再生時間: 21 分
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The power of fixed income ETFs

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  • BlueCove’s head of product strategy, Heather DeGarmo and Dale Korman, regional investment consultant, Harbor Capital Advisors Inc discuss the power of fixed income investments in the ETF format in this latest podcast in the ETF Express Off the Record series, brought to you in partnership with Harbor Capital Advisors Inc.

    Important Information

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

    Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Harbor ETFs are new and have limited operating history to judge.

    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.

    The views expressed herein are those of BlueCove and Harbor Funds Distributors, investment professionals at the time the comments were made. These views are subject to change at any time based upon market or other conditions, and the author/s disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

    SIHY and SIFI Risks: 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 Fund 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 Fund may invest in securities of foreign issuers, an investment in the Fund 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.

    Alpha refers to excess returns earned on an investment.

    Diversification in an individual portfolio does not assure a profit.

    BlueCove Limited is the subadvisor of the Harbor Scientific High Yield Alpha and Harbor Scientific Alpha Income ETFs

    Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

    3532478

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あらすじ・解説

BlueCove’s head of product strategy, Heather DeGarmo and Dale Korman, regional investment consultant, Harbor Capital Advisors Inc discuss the power of fixed income investments in the ETF format in this latest podcast in the ETF Express Off the Record series, brought to you in partnership with Harbor Capital Advisors Inc.

Important Information

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

Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Harbor ETFs are new and have limited operating history to judge.

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.

The views expressed herein are those of BlueCove and Harbor Funds Distributors, investment professionals at the time the comments were made. These views are subject to change at any time based upon market or other conditions, and the author/s disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

SIHY and SIFI Risks: 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 Fund 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 Fund may invest in securities of foreign issuers, an investment in the Fund 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.

Alpha refers to excess returns earned on an investment.

Diversification in an individual portfolio does not assure a profit.

BlueCove Limited is the subadvisor of the Harbor Scientific High Yield Alpha and Harbor Scientific Alpha Income ETFs

Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.

3532478

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