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EPMB
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Harbor ETF Trust (EPMB)

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$22.15
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: EPMB (1-star) is currently NOT-A-BUY. Pass it for now.

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%
Avg. Invested days 0
Today’s Advisory PASS
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 20.00 - 21.33
Updated Date 06/6/2025
52 Weeks Range 20.00 - 21.33
Updated Date 06/6/2025

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Harbor ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

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
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.