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Upturn AI SWOT - About
Harbor All-Weather Inflation Focus ETF (HGER)
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Upturn Advisory Summary
08/14/2025: HGER (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.51% | Avg. Invested days 39 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.71 | 52 Weeks Range 20.57 - 25.45 | Updated Date 06/29/2025 |
52 Weeks Range 20.57 - 25.45 | Updated Date 06/29/2025 |
Upturn AI SWOT
Harbor All-Weather Inflation Focus ETF
ETF Overview
Overview
The Harbor All-Weather Inflation Focus ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Quantix Inflation Factor Index. It focuses on investments designed to perform well in inflationary environments, using a multi-asset strategy.
Reputation and Reliability
Harbor Capital Advisors has a growing reputation for its thematic and strategic ETFs.
Management Expertise
Harbor Capital Advisors leverages a quantitative approach and a team of experienced portfolio managers.
Investment Objective
Goal
To track the investment results that closely correspond, before fees and expenses, to the performance of the Quantix Inflation Factor Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Quantix Inflation Factor Index, which uses a rules-based approach to select assets that are expected to perform well during periods of rising inflation.
Composition The ETF holds a diversified portfolio of assets that are expected to perform well during periods of rising inflation, including commodities, real estate, and inflation-protected securities.
Market Position
Market Share: Data unavailable to provide an accurate market share.
Total Net Assets (AUM): Data unavailable to provide accurate AUM.
Competitors
Key Competitors
- Invesco DB Commodity Index Tracking Fund (DBC)
- iShares TIPS Bond ETF (TIP)
- Schwab U.S. TIPS ETF (SCHP)
Competitive Landscape
The competitive landscape for inflation-focused ETFs is diverse, with options focusing on specific asset classes like commodities or inflation-protected securities. HGER aims to provide a more all-weather approach. A potential advantage would be its diversification, but it may underperform asset class-specific ETFs during specific inflationary periods. Lack of data prevents specific comparisons.
Financial Performance
Historical Performance: Data unavailable to provide historical performance data.
Benchmark Comparison: Data unavailable to provide benchmark comparison.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
Data unavailable to provide average trading volume to assess the ETFu2019s liquidity.
Bid-Ask Spread
Data unavailable to provide current bid-ask spread for the ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate policies, and commodity prices significantly impact the ETF's performance.
Growth Trajectory
Growth trends depend on the overall inflationary environment and the effectiveness of the index's asset allocation strategy. There will likely be adjustments based on prevailing economic conditions.
Moat and Competitive Advantages
Competitive Edge
HGER aims to provide an all-weather inflation solution using a multi-asset approach, potentially offering more balanced returns compared to single-asset class inflation hedges. The quant-driven index offers a rules-based approach to adapt asset allocation. This strategic framework can attract investors seeking diversified protection against broad inflationary pressures. The diversified strategy seeks to provide smoother returns, making it potentially suitable for a wider array of investor risk profiles.
Risk Analysis
Volatility
Data unavailable to provide an assessment on the ETFu2019s historical volatility.
Market Risk
The ETF is exposed to market risks associated with its underlying assets, including commodity price fluctuations, interest rate sensitivity of bonds, and real estate market volatility.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to assets that perform well during inflationary periods, and those looking for a hedge against inflation in their portfolio.
Market Risk
Suitable for long-term investors seeking inflation protection, but may also appeal to active traders looking to capitalize on short-term inflation trends.
Summary
The Harbor All-Weather Inflation Focus ETF (HGER) seeks to track the Quantix Inflation Factor Index. It offers a diversified, multi-asset approach to hedging against inflation by investing in commodities, real estate, and inflation-protected securities. The ETF aims to provide an all-weather solution, potentially offering smoother returns compared to single-asset class inflation hedges. It could be suitable for long-term investors and active traders seeking a broad inflation hedge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Performance data is historical and does not guarantee future results. Market share data may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Harbor All-Weather Inflation Focus ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to primarily invest, through its subsidiary, in one or more excess return swaps on the index. The index is composed of futures contracts on physical commodities and is constructed using QCI"s proprietary quantitative methodology, which considers a commodity"s relative inflation sensitivity and the relative cost of holding a "rolling" futures position in the commodity. It is non-diversified.
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