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AREA
Upturn stock ratingUpturn stock rating

Harbor ETF Trust (AREA)

Upturn stock ratingUpturn stock rating
$18.57
Last Close (24-hour delay)
Profit since last BUY-0.65%
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SELL
SELL since 5 days
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

08/14/2025: AREA (1-star) is a SELL. SELL since 5 days. Profits (-0.65%). Updated daily EoD!

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 -3.68%
Avg. Invested days 24
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 16.40 - 20.78
Updated Date 06/28/2025
52 Weeks Range 16.40 - 20.78
Updated Date 06/28/2025

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Harbor ETF Trust

stock logo

ETF Overview

overview logo Overview

It appears there's no single ETF with the exact name 'Harbor ETF Trust.' It may refer to a suite of ETFs from Harbor Capital. Assuming it refers to Harbor ETFs in general, their primary focus varies by fund, covering sectors like disruptive innovation, international equity, and fixed income. Asset allocation and investment strategy differ by fund, ranging from active management to tracking specific indexes.

reliability logo Reputation and Reliability

Harbor Capital Advisors has a long history in asset management, known for partnering with specialist investment managers. They are generally considered a reputable and reliable issuer.

reliability logo Management Expertise

Management expertise varies depending on the specific Harbor ETF, as they often partner with sub-advisors who have specialized knowledge in the relevant asset class or investment strategy.

Investment Objective

overview logo Goal

The investment goal varies widely among the Harbor ETFs. It depends on the specific fund and investment focus, ranging from capital appreciation to income generation or a combination of both.

Investment Approach and Strategy

Strategy: The investment strategy varies among the Harbor ETFs. Some aim to track specific indexes, while others employ active management strategies.

Composition The assets held by Harbor ETFs vary based on the specific fund and its investment objective. Common assets include stocks, bonds, and cash, with specific allocations determined by the fund's strategy.

Market Position

Market Share: Data on the overall market share of all Harbor ETFs collectively is not readily available due to the varied nature of their offerings.

Total Net Assets (AUM): Data for AUM needs to be specified for individual Harbor ETFs, it varies among different funds

Competitors

overview logo Key Competitors

  • ARKK
  • VTI
  • AGG

Competitive Landscape

The ETF market is highly competitive, with many established players and new entrants. Harbor ETFs compete by offering unique investment strategies or partnerships with specialist managers. Advantages may include access to specialized expertise, while disadvantages may include higher expense ratios in some actively managed funds.

Financial Performance

Historical Performance: Historical performance data depends on the specific Harbor ETF, and each fundu2019s performance history should be reviewed separately.

Benchmark Comparison: Benchmark comparison depends on the specific Harbor ETF and its underlying index. Reviewing this comparison will help determine how well the fund tracks its benchmark.

Expense Ratio: Expense ratios vary among the Harbor ETFs, ranging from low-cost index tracking funds to higher-cost actively managed funds.

Liquidity

Average Trading Volume

Average trading volume depends on the specific Harbor ETF, with some funds having higher liquidity than others based on investor demand and asset class.

Bid-Ask Spread

Bid-ask spread depends on the specific Harbor ETF and its trading volume, with more liquid funds generally having tighter spreads.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions all affect the performance of Harbor ETFs, with the impact varying depending on the specific fund's investment focus.

Growth Trajectory

Growth trends vary by specific Harbor ETF, reflecting their individual investment strategies and the performance of their underlying assets. Changes to strategy and holdings may occur as needed to meet fund objectives.

Moat and Competitive Advantages

Competitive Edge

Harbor's competitive advantages lie in its partnerships with specialized investment managers, allowing them to offer differentiated investment strategies. This approach enables access to expertise in niche market segments or unique investment styles. These are actively managed funds with concentrated portfolios that can allow them to take advantage of niche markets, although it may increase fund expenses compared to passively managed ETFs. The partnerships also offer a wider breadth of product offerings to serve the investors.

Risk Analysis

Volatility

Volatility varies by specific Harbor ETF depending on the underlying assets and investment strategy. Funds focused on growth stocks or emerging markets will generally exhibit higher volatility than those focused on fixed income or developed markets.

Market Risk

Specific risks depend on the underlying assets. Equity-focused funds are subject to market risk, while bond funds are subject to interest rate risk and credit risk. Emerging markets funds carry additional geopolitical and currency risks.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies by specific Harbor ETF. Some funds may be suitable for long-term growth investors, while others are better suited for income-seeking investors or those looking for specialized exposure to specific market segments.

Market Risk

Suitability varies by fund. Some Harbor ETFs may be suitable for long-term investors, while others may be more appropriate for active traders looking for specific market exposure.

Summary

Harbor ETF Trust refers to a suite of ETFs from Harbor Capital. These funds cater to a diverse range of investment objectives, from growth to income, and employ a mix of active and passive strategies. A key strength lies in Harbor's partnerships with specialist investment managers, offering unique investment approaches. However, investors should carefully assess the specific risk and return profiles of each fund, as well as their expense ratios, before investing. Its investment focus caters to a wide range of investors.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Website

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor.

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

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

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

Upturn AI SummarizationUpturn 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 index consists of next generation REITs traded on U.S. exchanges that exhibit positive fundamental and price characteristics according to the index Provider"s methodology. The fund invests at least 80% of its total assets in securities that are included in the index. A REIT is an entity dedicated to owning, and usually operating, income-producing real estate, or to financing real estate. The fund is non-diversified.