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Off the Record's Podcast Beverly Chandler Hosts Don Allen of Harbor Capital and Marcus Bellander of C WorldWide to Discuss All Things OSEA

Off the Record's Podcast Beverly Chandler Hosts Don Allen of Harbor Capital and Marcus Bellander of C WorldWide to Discuss All Things OSEA

July 11, 2024

Join Beverly Chandler on Off the Record as she dives into global investment strategies with Don Allen of Harbor Capital and Marcus Bellander of C WorldWide, focusing on the Harbor International Compounders ETF (OSEA).

Download the transcript here


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.

For an updated list of the Harbor International Compounders ETF's holdings and weights, please access OSEA.

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.

OSEA Risks:There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.

The subadvisor considers certain ESG factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors. This information should not be considered as a recommendation to purchase or sell a particular security. The weightings, holdings, industry, sector, countries mentioned may change at any time and may not represent current or future investments.

ETFs are subject to capital gains tax and taxation of dividend income. However, ETFs are structured in such a manner that taxes are generally minimized for the holder of the ETF. An ETF manager accommodates investment inflows and outflows by creating or redeeming “creation units,” which are baskets of assets. As a result, the investor usually is not exposed to capital gains on any individual security in the underlying portfolio. However, capital gains tax may be incurred by the investor after the ETF is sold.

The Standard & Poor's 500 Index is an unmanaged index generally representative of the U.S stock market. The MSCI All Country World Ex. US (ND) Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market performance in the global developed and emerging markets, excluding the US. This unmanaged index does not reflect fees and expenses and is not available for direct investment.

Alpha refers to excess returns earned on an investment.

FANG, FAANG, and The Magnificent Seven refer to a group of influential companies in the U.S. stock market, particularly the tech sector.

Diversification in an individual portfolio does not assure a profit.

C WorldWide is the subadvisor of the Harbor International Compounders ETF

Harbor Capital Advisors, Inc. is not affiliated with ETF Express or C WorldWide Asset Management

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

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Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
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Investing involves risk and the potential loss of capital.

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.

All trademarks or product names mentioned herein are the property of their respective owners. Copyright © 2024 Harbor Capital Advisors, Inc. All rights reserved.