Celebrating Three Years of WINN: A Solid Investment Journey
Celebrating Three Remarkable Years with WINN
Harbor Capital Advisors, Inc. has reached a significant milestone by celebrating three successful years since the inception of the Harbor Long-Term Growers ETF (WINN). This ETF, managed by the esteemed strategic partner Jennison Associates, reflects a commitment to innovative and effective investment strategies.
A Powerful Investment Relationship
Kristof Gleich, the President and Chief Investment Officer at Harbor Capital Advisors, expressed his enthusiasm for reaching this milestone. He emphasized the importance of the longstanding relationship with Jennison Associates, highlighting their shared commitment to providing exceptional growth and innovative solutions for clients. Gleich states, "The Jennison and Harbor brands are synonymous with delivering to clients strong performance through an unshakable belief in the power of compounding and exceptional long-term active management."
Climbing Towards $1 Billion
As the Harbor Long-Term Growers ETF approaches the impressive milestone of nearly $1 billion in assets under management, Gleich remains positive about the ETF’s potential. He remarked that the upcoming decade may differ significantly from the previous ten years, and with Jennison at the helm, investors can expect compelling investment results, even through uncertain times.
Performance Highlights
Investors often seek to understand how investments have performed over time, and the Harbor Long-Term Growers ETF provides insight through its average annual returns. As of the end of 2024, the ETF reported various impressive statistics demonstrating its market strength:
- 3-Month Return: 5.97% at NAV, 6.25% at market price.
- YTD Return: 31.35% at NAV, 31.64% at market price.
- 1-Year Return: 31.35% at NAV, 31.64% at market price.
- 3-Year Return: 13.13% at NAV, 13.20% at market price.
- Return Since Inception: 12.44% at NAV, 12.52% at market price.
These figures showcase that the Harbor Long-Term Growers ETF has consistently delivered robust returns, reflecting its solid management and strategic investments.
Understanding the Expenses
Recognizing the importance of expenses in investment performance, the Harbor Long-Term Growers ETF maintains a Gross Expense Ratio of 0.57%. This indicates a commitment to managing costs while pursuing strong financial growth.
About Harbor Capital Advisors
As of the end of 2024, Harbor Capital Advisors proudly manages assets totaling approximately $65.0 billion. The firm is dedicated to curating innovative investment solutions from a diverse range of boutique managers globally. Advisors collaborating with Harbor Capital are often inspired by their mission to discover bold investment strategies that could yield substantial risk-adjusted returns.
About Jennison Associates
Founded in 1969, Jennison Associates has established itself as a leader in offering diverse equity and fixed-income strategies. Its investment expertise covers an expansive range of styles and markets. With a strong focus on client engagement and extensive research, Jennison managed around $211 billion in client assets by the close of 2024. Their reputation for high-quality management continues to attract discerning investors.
Frequently Asked Questions
What is the Harbor Long-Term Growers ETF (WINN)?
WINN is an Exchange-Traded Fund managed by Harbor Capital Advisors and Jennison Associates, focusing on long-term growth investments.
Why has Harbor Capital Advisors reached an important milestone?
They are celebrating three years of successful operation with the WINN ETF, which has shown strong performance and asset growth.
What strategies does Jennison Associates employ?
Jennison utilizes a mix of equity and fixed-income strategies, backed by in-depth research and market expertise.
What are the benefits of investing in the Harbor Long-Term Growers ETF?
This ETF offers potential for significant returns, low expense ratios, and strategic management by experienced professionals.
How can investors stay informed about the Harbor Long-Term Growers ETF's performance?
Investors can monitor performance updates and additional information through Harbor Capital Advisors' official website or by contacting their support team.
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