Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Harbor ETF Trust (AREA)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: AREA (1-star) is currently NOT-A-BUY. Pass it for now.
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 -6.76% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
Harbor ETF Trust offers a range of actively managed ETFs targeting specific investment strategies and market segments. The trust focuses on delivering differentiated investment solutions through active management and strategic asset allocation.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation for active management and innovative ETF offerings.
Management Expertise
The management team consists of experienced investment professionals with expertise in various asset classes and investment strategies.
Investment Objective
Goal
To provide investors with differentiated investment outcomes through active management and strategic asset allocation.
Investment Approach and Strategy
Strategy: Actively managed strategies, often focusing on specific sectors, factors, or thematic investment opportunities.
Composition The ETFs hold a mix of stocks, bonds, or other assets depending on the specific investment strategy of each fund.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Harbor ETF Trust and its targeted sector.
Total Net Assets (AUM): This varies, depending on the specific ETF within the Harbor ETF Trust.
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- iShares Core S&P 500 ETF (IVV)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The ETF market is highly competitive. Harbor ETF Trust competes with both passively managed index funds and other actively managed ETFs. Its advantages include active management expertise and differentiated investment strategies. A potential disadvantage is higher expense ratios compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF within the Harbor ETF Trust. Data needs to be checked on individual fund basis.
Benchmark Comparison: Benchmark comparison varies depending on the specific ETF. A relevant benchmark must be selected on a fund by fund basis.
Expense Ratio: Varies depending on the specific ETF. Expense ratios typically range from 0.50% to 0.80%.
Liquidity
Average Trading Volume
Average trading volume varies widely between the individual ETFs within the Harbor ETF Trust.
Bid-Ask Spread
Bid-ask spreads depend on the ETF's trading volume and market conditions, varying among the different funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of Harbor ETF Trust funds.
Growth Trajectory
Growth depends on investor demand for active management and the performance of the specific strategies. Strategy and holdings are routinely reviewed and adjusted.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trustu2019s competitive edge lies in its actively managed strategies, allowing it to potentially outperform passive benchmarks. The trust focuses on identifying unique investment opportunities and adapting to changing market conditions. It offers investors access to specialized investment strategies that may not be readily available through passive ETFs. This active management approach can be particularly appealing to investors seeking higher returns or specific investment outcomes.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF and the asset classes it invests in.
Market Risk
Market risk depends on the underlying assets. Equity ETFs are subject to equity market risk, while bond ETFs are subject to interest rate and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking actively managed investment solutions to enhance returns or achieve specific investment goals.
Market Risk
Suited for investors who understand and accept the risks associated with active management, including the potential for underperformance compared to passive benchmarks.
Summary
Harbor ETF Trust offers actively managed ETFs designed to provide differentiated investment outcomes. The trustu2019s success hinges on the expertise of its management team and the effectiveness of its investment strategies. These ETFs could be suitable for investors who seek active management and are willing to pay a premium for the potential of higher returns. Performance and risk profile varies depending on the selected Harbor ETF, so each fund must be examined separately.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 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.
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.