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HGER and MCHI lead summer gains as investors rotate across themes
Harbor Commodity All-Weather Strategy ETF HGER has returned about 6% in the past month and 35% year to date, while iShares MSCI China ETF MCHI has benefited from a technology-driven rally in Chinese stocks.
MarketBeat Ratings highlights a set of theme-driven ETFs that have posted strong returns this summer as investors grapple with stubborn inflation and shifting interest-rate forecasts, along with pockets of turbulence in parts of the AI space. The outlet says results suggest tactical ETF positioning can outperform broad market exposure when conditions align with a fund's underlying theme.
Among the standouts, MarketBeat Ratings points to the Harbor Commodity All-Weather Strategy ETF, HGER, which is designed to navigate inflationary periods by focusing on futures of liquid commodities with high expected inflation sensitivity. The fund’s largest positions include petroleum product futures and gold, with grains and soybeans, soft commodities, and industrial metals also featured.
MarketBeat Ratings adds that HGER has delivered about 6% over the last month and 35% year to date, supported by a dividend yield of 5.2% and an expense ratio of 0.68%. The outlet also notes the fund’s performance has coincided with inflation staying stubborn.
The outlet also spotlights the iShares MSCI China ETF, MCHI, describing growing optimism around Chinese equities as domestic consumption concerns ease and a technology-driven rally lifts sentiment, with government support for parts of the property sector cited as a contributing factor.
Latest closeGold $4,432.00 ▲1.6%|Soybeans $1,191.25 ▲2.0%