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Harbor International Compounders ETF returns 6.4% in Q2 despite tech sector drag.

Market News
10 Sep 2026
Seeking Alpha
View Source
Neutral
Harbor International Compounders ETF returns 6.4% in Q2 despite tech sector drag.

In the second quarter, the Harbor International Compounders ETF posted a 6.40% return. The biggest drag on performance came from the Information Technology sector, which surged due to a semiconductor rally, causing relative underperformance. Key detractors included Alibaba, Rheinmetall, and AIA Group. The fund exited positions in Sony and LVMH and reduced exposure to TSMC. Market outlook remains positive as inflation fears and commodity price spikes ease, supported by growth themes like AI, industrial infrastructure, and energy, alongside favorable fiscal policies globally.

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