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Harbor ETF Trust (EPMB)
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Upturn Advisory Summary
10/24/2025: EPMB (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 -2.96% | Avg. Invested days 9 | 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 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 a suite of ETFs designed to provide investors with exposure to various investment strategies and asset classes. Specific focus, sector, allocation, and strategy vary by fund within the trust.
Reputation and Reliability
Harbor Capital Advisors is the issuer, known for its actively managed strategies and global investment experience.
Management Expertise
Harbor Capital Advisors has a team of experienced portfolio managers and analysts with expertise in various asset classes and investment strategies.
Investment Objective
Goal
Investment goals vary by fund within the Harbor ETF Trust, but generally aim to provide long-term capital appreciation or income, depending on the specific ETF.
Investment Approach and Strategy
Strategy: Strategies vary across funds. Some may track specific indices, while others employ active management strategies to outperform benchmarks.
Composition The assets held vary depending on the specific fund within the Harbor ETF Trust, and can include stocks, bonds, commodities, or a mix of asset classes.
Market Position
Market Share: Market share varies significantly depending on the specific ETF within the Harbor ETF Trust and the particular segment of the ETF market.
Total Net Assets (AUM): Data not available without specifying a particular fund within the Harbor ETF Trust.
Competitors
Key Competitors
Competitive Landscape
Without a specific fund from the Harbor ETF Trust to compare, analyzing the competitive landscape is impossible. Advantages and disadvantages depend heavily on the investment strategy of each particular ETF.
Financial Performance
Historical Performance: Data not available without specifying a particular fund within the Harbor ETF Trust.
Benchmark Comparison: Data not available without specifying a particular fund within the Harbor ETF Trust.
Expense Ratio: Data not available without specifying a particular fund within the Harbor ETF Trust.
Liquidity
Average Trading Volume
Average trading volume information is unavailable without specifying a particular fund within the Harbor ETF Trust.
Bid-Ask Spread
Bid-ask spread data is unavailable without specifying a particular fund within the Harbor ETF Trust.
Market Dynamics
Market Environment Factors
Market environment factors influencing Harbor ETF Trust depend on the underlying investments of the specific fund, spanning economic indicators to sector-specific growth.
Growth Trajectory
Growth trends and patterns vary for each fund within the Harbor ETF Trust, influenced by factors specific to their underlying investments and market conditions.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trust's competitive advantages are specific to the fund. Some funds have a competitive advantage if they focus on niche market segments or offer unique investment strategies that are not widely available. Actively managed funds within the trust may leverage superior stock selection or tactical asset allocation to potentially outperform passive benchmarks. A track record of consistent performance can enhance investor confidence and attract more assets.
Risk Analysis
Volatility
Harbor ETF Trust's volatility depends on the specific fund's holdings. Funds focused on equities or emerging markets tend to have higher volatility than fixed-income funds.
Market Risk
Market risk varies by fund and is largely determined by the underlying assets of the specific Harbor ETF Trust fund. Equity-focused funds will have higher market risk than fixed-income funds.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific fund within the Harbor ETF Trust. Investors should carefully consider their risk tolerance and investment objectives before investing.
Market Risk
Suitability depends on the specific fund. Some funds may be suitable for long-term investors, while others may be more appropriate for active traders or those seeking specific exposures.
Summary
Harbor ETF Trust is a provider of diverse ETF products catering to varying investment objectives. Specific ETF analysis requires fund-level data unavailable within the context. The trust offers both passive and active strategies across different asset classes. Potential investors should conduct comprehensive research into individual funds within the trust to understand the suitability. Diversification and strategic allocation drive Harbor ETF Trust's product offerings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The information 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.