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Upturn AI Summary
Harbor Mid Cap Value ETF(EPMV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EPMV
10/28/2026: EPMV (2-star) is currently NOT-A-BUY. Pass it for now.
Harbor Mid Cap Value ETF (EPMV) is an actively managed fund that provides exposure to mid-sized U.S. companies identified as undervalued. It leverages professional sub-advisory expertise to attempt to outperform traditional index-based mid-cap value funds. Its primary strengths include the potential for alpha generation and research-driven stock selection, though it carries higher management fees than passive alternatives. The main risks involve mid-cap market volatility and the potential for manager underperformance compared to the benchmark. It is best suited for long-term investors who prioritize active stock picking over the lowest possible expense ratio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the fund focuses on value, it may capture some growth as mid-cap companies mature. |
| Momentum investor | Weak fit | The fund's focus on undervalued stocks often runs counter to momentum strategies unless a turnaround signal is confirmed. |
| Value investor | Strong fit | The fund is explicitly designed for investors seeking mid-cap stocks trading below intrinsic value. |
| Dividend/Income investor | Mixed fit | While value stocks often pay dividends, the primary goal is capital appreciation rather than consistent income generation. |
| Low-risk investor | Weak fit | Mid-cap stocks are inherently more volatile than large-cap or dividend-focused portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor for EPMV is a long-term investor who believes in the potential for active management to outperform market indices in the mid-cap value space.
Suitability
EPMV is best suited for long-term investors looking to add active value exposure to their portfolio rather than active traders or purely passive followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks historically experience wider price swings than their large-cap counterparts. |
| Market risk | Medium / high | The fund is subject to general equity market downturns which can impact the entire mid-cap sector. |
| Concentration | Medium | Active selection may lead to higher exposure in specific sectors compared to a broad index. |
| Tracking/expense | Medium | The active fee is higher than passive alternatives, creating a performance hurdle to beat the benchmark. |
| Liquidity | Medium | Lower trading volume compared to major ETFs may increase transaction costs during periods of market stress. |
| Business/sector quality | Medium / high | The fund focuses on undervalued companies, which may include firms undergoing financial stress or restructuring. |
Risk Analysis
Volatility
EPMV historically demonstrates volatility consistent with mid-cap stocks, which tend to be more sensitive to business cycle changes than large-cap equities.
Market Risk
The primary risk is market risk related to the U.S. mid-cap equity market, which can be impacted by economic contraction, sector-specific downturns, and changes in investor sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 95 | Provides focused exposure to mid-sized companies that may offer a balance of growth potential and value pricing. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and tactical adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 12.03% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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