
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
Harbor ETF Trust (EPMB)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: EPMB (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.00 - 21.33 | Updated Date 06/6/2025 |
52 Weeks Range 20.00 - 21.33 | Updated Date 06/6/2025 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
Harbor ETF Trust is designed to provide investors with targeted exposure to specific segments of the market, often employing actively managed strategies or focusing on innovative investment approaches. The trust aims to deliver differentiated returns by leveraging the expertise of its investment managers.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation for its investment management capabilities and commitment to delivering value to investors. The firm is known for its experienced team and rigorous investment process.
Management Expertise
The management team overseeing Harbor ETF Trust consists of seasoned professionals with expertise in portfolio management, research, and trading. Their experience helps guide the ETF's investment strategy and decision-making.
Investment Objective
Goal
The primary investment goal of Harbor ETF Trust is to achieve long-term capital appreciation and/or income by investing in a diversified portfolio of securities aligned with its specific investment mandate.
Investment Approach and Strategy
Strategy: Harbor ETF Trust may track a specific index, sector, or commodity, or it may employ an active management strategy to outperform its benchmark. The specific strategy depends on the individual ETF within the trust.
Composition The assets held by Harbor ETF Trust can include stocks, bonds, commodities, or a mix of these, depending on the fund's objectives. The composition is actively managed or passively tracked to align with the investment strategy.
Market Position
Market Share: Harbor ETF Trustu2019s market share varies depending on the specific ETF within the trust and the sector it targets. Specific market share is difficult to generalize across the entire trust.
Total Net Assets (AUM): Data unavailable. AUM varies by individual ETF within the trust.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar investment products. Harbor ETF Trust differentiates itself through its investment strategy, management expertise, or niche market focus. However, it competes with larger, more established ETF providers who have greater brand recognition and lower expense ratios. Harbor ETF Trust's competitive advantage lies in specialized strategies.
Financial Performance
Historical Performance: Historical performance data varies significantly depending on the individual ETF within the trust. Specific data is unavailable without specifying a fund.
Benchmark Comparison: Benchmark comparison varies depending on the individual ETF within the trust and its investment mandate. Specific data is unavailable without specifying a fund.
Expense Ratio: Expense ratios vary depending on the specific ETF within the trust. Expense ratio data is unavailable without specifying a fund.
Liquidity
Average Trading Volume
The ETF's liquidity can vary greatly depending on the specific fund within the trust; hence, trading volume information is unavailable without specifying a Harbor ETF fund.
Bid-Ask Spread
The bid-ask spread is dependent on the specific Harbor ETF fund and its trading volume at the present moment, and information is unavailable without a specific fund.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all influence the performance of Harbor ETF Trust. Factors such as interest rates, inflation, and geopolitical events can impact investor sentiment and asset valuations.
Growth Trajectory
The growth trajectory of Harbor ETF Trust depends on the specific ETF, its investment strategy, and market conditions. Changes to strategy and holdings are managed to adapt to evolving market dynamics.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trust benefits from its investment strategies, superior management, or niche market focus, which are aimed to deliver better returns. This specialization enables the trust to capture opportunities in segments of the market that are less efficiently priced. This allows it to provide investors with exposure to unique strategies or asset classes. Harbor's active management can potentially outperform passive strategies in certain market conditions.
Risk Analysis
Volatility
Volatility varies depending on the specific ETF within the trust and its underlying assets. Higher volatility may lead to greater potential returns but also increased risk of losses.
Market Risk
Market risk is associated with fluctuations in the overall market or specific sectors that impact the value of the ETF's holdings. This risk is dependent on the specific Harbor ETF fund and its investment mandates.
Investor Profile
Ideal Investor Profile
The ideal investor profile for Harbor ETF Trust varies depending on the specific fund. It includes those seeking targeted exposure to specific segments of the market or those seeking active management.
Market Risk
Harbor ETF Trust may be suitable for long-term investors, active traders, or passive index followers, depending on the specific investment goals and risk tolerance. Diversified strategies within Harbor make it suitable for various investor goals.
Summary
Harbor ETF Trust offers targeted investment solutions, with specific strategies depending on the individual ETFs, that may suit a range of investor profiles. Each ETF within the trust may employ an active or passive strategy focusing on differentiated returns. These funds may suit a range of investor profiles and it differentiates from its competitors through differentiated exposure. Due diligence should be taken to analyze the investment objective of the Harbor ETF Trust to ensure alignment with the investor goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Harbor Capital Advisors Website
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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 | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund invests principally in common stocks and other equity securities of U.S. mid-capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid-cap companies, which the managers define as those with market capitalizations that fall within the range of the Russell Midcap® Index.

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.