The Harbor Quantix Commodity Strategy ETF (HGER) is managed by Quantix Commodities LP, a subadvisor to the fund, and the index for this ETF is developed by Quantix Commodities Indices LLC (QCI), which is an affiliate of Quantix Commodities LP. The index tracked by HGER is composed of futures contracts on physical commodities, and it is constructed using QCI's proprietary quantitative methodology. Under normal market conditions, the index comprises at least 15 U.S. dollar-denominated commodity futures traded on exchanges in the United States and United Kingdom, providing investors exposure to a diversified range of commodities, including crude oil, metals, agricultural products, and more.
The HGER ETF (HGER) offers investors an opportunity for dividend income, albeit not its primary focus. This ETF mirrors the dividend distribution of its underlying index, which comprises a diverse range of companies. Dividend distributions from HGER typically occur on a quarterly basis and are subject to the dividend policies and performance of the individual constituent companies within the ETF. Investors interested in HGER may benefit from potential capital appreciation, complemented by modest dividend returns.
HGER, the Harvest Gold Exchange-Traded Fund, aims to track the performance of the Quantix Commodities Inflation Sensitive Index. This index, developed by Quantix Commodities Indices LLC (an affiliate of Quantix Commodities LP, the Fund’s subadvisor), comprises futures contracts on various physical commodities. These contracts are chosen and weighted using Quantix’s proprietary quantitative methodology, which considers factors like inflation sensitivity and the cost of rolling futures positions. The goal is to offer investors exposure to commodities in a way that aligns with inflation and market conditions, making HGER an attractive option for those seeking commodity-linked investments.
The correlation dynamics of the HGER ETF can be pivotal for investors aiming to understand its behavior in relation to other assets or market segments. While specific correlation data for HGER might require specialized analysis, understanding these relationships is essential for portfolio construction and risk management. Our tool, ETF Insider, can assist in studying these correlations with its web app. It offers deep and intriguing data for every US ETF, with simple visualization tools that clearly display overlaps and relationships between various funds.
The Harbor Quantix Commodity ETF (HGER) is deeply involved in the commodities sector, specifically focusing on a diversified range of physical commodities through futures contracts. The fund's investment strategy is based on a proprietary quantitative methodology that considers factors such as inflation sensitivity and the cost of holding futures positions. HGER's diversified approach spans across commodities like crude oil, agricultural products, metals, and more, offering investors exposure to various segments of the commodities market. Additionally, it employs an innovative Scarcity Debasement Indicator to adjust gold-linked futures contracts, making it a unique option for those seeking exposure to commodity-based investments.
The exposure characteristics of the Harbor Quantix Commodity ETF focus on providing investors with a unique target outcome strategy using FLEX Options referencing the price performance of the iShares MSCI EAFE ETF (EFA). This strategy allows investors to customize their investment outcomes based on the performance of the MSCI EAFE Index, excluding the U.S. and Canada. By utilizing FLEX Options, Harbor Quantix Commodity ETFseeks to offer investors a range of outcomes, including a buffer against the first 10% of EFA losses and a cap of 22.87% before fees and expenses. The ETF Insider web app can provide in-depth data and visualization tools to help investors understand and analyze this exposure, including identifying correlations and overlaps with other investment options.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readThe HGER ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the HGER ETF.
3 min readFBZ VS UBR are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
4 min readEEM offers broad exposure to the entire emerging markets universe, EEMV takes a more specialized approach by targeting lower volatility within these markets.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
