Harbor Capital Advisors Expands Growing ETF Lineup with the Harbor PanAgora Dynamic U.S. Large Cap Core ETF

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 PanAgora Dynamic U.S. Large Cap Core ETF (Ticker: INFO) to its growing lineup of ETF offerings.

INFO is managed by PanAgora Asset Management, Inc. (“PanAgora”), a leader in the quant space with over 35 years of experience. The firm leverages a strong research platform, an extensive alpha factor library, and leading technology to drive a systematic investment process.

INFO utilizes PanAgora’s distinctive alpha model to build a portfolio that aims to outperform the S&P 500 over a market cycle. The Fund may be appropriate as a substitute for passive S&P 500 exposure or as a complement to active, fundamental approaches driven by PanAgora’s proprietary alpha model.

Kristof Gleich, President & CIO at Harbor Capital Advisors said, “Our partnership with PanAgora is a continuation of our commitment to identifying and partnering with differentiated boutiques that we believe can generate strong returns for our investors. We think INFO could serve as a cornerstone in client portfolios. We particularly like their mindset of continuous improvement and commitment to thoughtfully improving their model with new signals as opportunities present themselves – dynamic research is key, especially in this era where data and technology continue to evolve at a rapid pace.”

Gleich added, “We believe INFO offers a compelling opportunity to showcase the benefits of a storied, systematic approach to the large cap equities space.”

The Harbor PanAgora Dynamic U.S. Large Cap Core ETF seeks to give access to potential alpha generation with a total expense ratio of 35 basis points.

About Harbor Capital

Harbor Capital Advisors is an asset manager with an AUM of $60.0 billion as of June 30, 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.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com 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. The ETF is new and has limited operating history to judge.

INFO: 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. Large cap stocks may fall out of favor relative to small or mid cap stocks, which may cause the Fund to underperform other equity funds that focus on small or mid cap stocks. The Fund utilizes a quantitative model and there are limitations in every quantitative model. There can be no assurances that the strategies pursued, or the techniques implemented in the quantitative model will be profitable, and various market conditions may be materially less favorable to certain strategies than others.

The S&P 500 Index is an unmanaged index generally representative of the U.S. market for large capitalization equities. This unmanaged index does not reflect fees and expenses and is not available for direct investment.

The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice or a recommendation to purchase a particular security.

Alpha is a measure of risk (beta)-adjusted return.

A basis point is one hundredth of 1 percentage point.

PanAgora Asset Management, Inc. is the subadvisor to the Harbor Dynamic U.S. Large Cap Core Active ETF.

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

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