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AGGS
Upturn stock rating

Harbor ETF Trust (AGGS)

Upturn stock rating
$42.04
Last Close (24-hour delay)
Profit since last BUY4.71%
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Consider higher Upturn Star rating
BUY since 94 days
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Upturn Advisory Summary

10/24/2025: AGGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 0.93%
Avg. Invested days 39
Today’s Advisory Consider higher Upturn Star rating
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Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

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Harbor ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Harbor Capital Advisors has a solid reputation with a focus on active management and provides a range of investment solutions.

reliability logo Management Expertise

The management team consists of experienced professionals with expertise in portfolio management and investment strategy.

Investment Objective

overview logo 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

overview logo 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.

Peer Comparison

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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.