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Harbor ETF Trust (AGGS)
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Upturn Advisory Summary
11/13/2025: AGGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.63% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 38.79 - 41.18 | Updated Date 06/30/2025 |
52 Weeks Range 38.79 - 41.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
Harbor ETF Trust is designed to provide investors with exposure to specific segments of the market through various actively managed or index-tracking strategies. The target sector, asset allocation, and investment strategy depend on the specific fund within the trust.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation with a focus on active management and provides a range of investment solutions.
Management Expertise
The management team consists of experienced professionals with expertise in portfolio management and investment strategy.
Investment Objective
Goal
The primary investment goal varies by fund within the Harbor ETF Trust, ranging from capital appreciation to income generation or tracking a specific market index.
Investment Approach and Strategy
Strategy: Strategies vary, from tracking specific indexes to active management within certain sectors or asset classes.
Composition The composition depends on the specific fund within the trust, including stocks, bonds, commodities, or a mix thereof.
Market Position
Market Share: Market share varies significantly by fund, depending on the specific investment strategy and target market segment.
Total Net Assets (AUM): Data varies significantly by the fund in the Harbor ETF Trust.
Competitors
Key Competitors
- IVV
- SPY
- QQQ
- VTI
- AGG
Competitive Landscape
The ETF market is highly competitive, with many established players. Harbor's advantage depends on its specialized and actively managed approaches, setting it apart from larger, passively managed funds. Its disadvantages are higher expense ratios and potentially inconsistent performance compared to well-established index funds.
Financial Performance
Historical Performance: Historical performance varies widely depending on the specific fund within Harbor ETF Trust. Data unavailable in this context.
Benchmark Comparison: Benchmark comparison depends on the individual fund's investment strategy and benchmark index. Data unavailable in this context.
Expense Ratio: Expense ratios vary by fund within the Harbor ETF Trust.
Liquidity
Average Trading Volume
The ETF's liquidity varies by fund, with higher AUM correlating with greater trading volume.
Bid-Ask Spread
The bid-ask spread depends on the fund's liquidity and market demand and can vary widely.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all affect Harbor ETF Trust, depending on the individual fund's strategy.
Growth Trajectory
Growth trends depend on the individual fund's performance, asset allocation, and prevailing market conditions. Any changes would align to the investment strategy.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trust's competitive advantages lie in its specialized investment strategies and active management capabilities, offering investors exposure to specific market segments. The firm's expertise in active management can deliver unique investment opportunities not available through passively managed ETFs. Niche market focus allows for targeted investment strategies tailored to specific investor needs and objectives. Active management provides the flexibility to adapt to changing market conditions.
Risk Analysis
Volatility
Volatility depends on the underlying assets and market conditions for each fund within Harbor ETF Trust.
Market Risk
Market risk depends on the specific assets held by each fund, including exposure to market downturns and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the fund, ranging from those seeking targeted exposure to those looking for active management.
Market Risk
Suitability varies depending on the fund. Some funds may be best for long-term investors, while others may appeal to active traders.
Summary
Harbor ETF Trust offers a range of ETFs designed to provide investors with exposure to different market segments through index-tracking or active management. The investment objective, strategy, and risk profile depend on the specific fund within the trust. Its competitive advantage lies in its specialized, actively managed approaches catering to investors seeking targeted strategies. It is suitable for those seeking specialized strategies but may carry higher expense ratios than passively managed funds. The specific suitability should be assessed on an individual fund basis.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Morningstar
- Bloomberg
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Harbor ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in U.S. dollar denominated fixed income securities. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Fixed income instruments include, but are not limited to: obligations issued or guaranteed by the U.S. government, its agencies, or instrumentalities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.