$Harbor Commodity All Weather Strategy ETF(HGER.US)

Let me introduce you to an impressive fund

Harbor Commodity All Weather Strategy ETF (HGER)

Obtain a professional and dynamic investment portfolio to achieve your strategic allocation to commodities.

Net Expense Ratio (%)

0.68

The Harbor Commodity All Weather Strategy ETF (HGER) seeks to provide investment returns that closely correspond to the performance of the Quantix Commodities Index (before fees and expenses).

Fund Highlights

Unique Commodity Investment Approach – This index utilizes proprietary technology to target liquid commodities with high expected inflation sensitivity while aiming to maximize futures roll yield.

Dynamic Index Allocation – Commodity index weights are adjusted based on different market and inflation conditions, particularly commodity shortages and currency depreciation.

Broad Exposure to Multiple Commodities – The index covers 24 of the most liquid commodity futures traded on U.S. or U.K. exchanges.

Potential Inflation Hedge and Diversification Benefits – Historically, commodities have shown a higher positive correlation with inflation than other asset classes and a lower correlation with equities and fixed income.

Simple Tax Reporting, No K-1 Forms – HGER uses a 1940 Act ETF structure, eliminating the need for K-1 forms for tax reporting.

The Quantix Commodities Index (“QCI”) aims to provide a dynamic, all-weather approach to commodity investing through a unique structure and investment in a diversified basket of commodities, seeking to outperform traditional commodity indices in inflationary environments.

The QCI is composed of commodity futures that have a unique relationship with inflation and are generally believed to have the highest positive correlation with inflation among all major asset classes.

As part of its methodology, the QCI considers each commodity's relative sensitivity to inflation and dynamically adjusts the weight of gold or other commodities based on different market and inflation conditions, while allocating to commodities with favorable roll yield dynamics. The index is rebalanced quarterly.

Designed for All-Weather Use

Aims to increase inflation sensitivity during inflationary periods by targeting commodities with high costs and high CPI correlation, while considering the cost of holding the commodity.

While commodities with lower cost pass-through are excluded, the index retains relevant exposure to a broad range of commodity sectors to help achieve potential portfolio diversification.

Sector weights are determined by analyzing historical correlations to achieve inflation protection from various sources.

Quantix understands that the implementation method for rolling commodity indices is crucial, especially in different commodity price environments.

Quantix has meticulously optimized the implementation of the inflation sensitivity framework through a scarcity/depreciation lens.

https://www.harborcapital.com/etf/hger/