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Harbor SMID Cap Value ETF (EPSV)
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Upturn Advisory Summary
08/14/2025: EPSV (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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.14 - 22.11 | Updated Date 06/9/2025 |
52 Weeks Range 20.14 - 22.11 | Updated Date 06/9/2025 |
Upturn AI SWOT
Harbor SMID Cap Value ETF
ETF Overview
Overview
The Harbor SMID Cap Value ETF seeks long-term capital appreciation by investing in a diversified portfolio of small- and mid-capitalization U.S. companies deemed undervalued. It focuses on companies with strong fundamentals and attractive valuations based on factors like price-to-earnings and price-to-book ratios.
Reputation and Reliability
Harbor Capital Advisors is a reputable firm with a history of managing various investment strategies. They are known for their disciplined investment approach.
Management Expertise
The management team has experience in value investing and utilizes a rigorous research process to identify undervalued companies.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy focused on identifying undervalued small- and mid-cap stocks.
Composition The ETF primarily holds stocks of small- and mid-sized companies in the U.S. market, with a focus on value stocks.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 88750000
Competitors
Key Competitors
- VBR
- IJS
- AVUV
- DFSV
Competitive Landscape
The competitive landscape includes various ETFs that target small- and mid-cap value stocks. The Harbor ETF differentiates itself through its active management approach. A potential advantage of active management is the ability to outperform the index, while a disadvantage is higher fees.
Financial Performance
Historical Performance: Requires live data feed. Unable to populate specific historical performance data.
Benchmark Comparison: Requires live data feed. Unable to populate specific benchmark comparison data.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, which keeps trading costs low.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small- and mid-cap stocks influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the fund manager's ability to identify undervalued stocks and the overall performance of the SMID-cap value segment.
Moat and Competitive Advantages
Competitive Edge
The Harbor SMID Cap Value ETF's competitive advantage lies in its active management style, aiming to outperform passive value-oriented SMID-cap indexes. The fund's investment team meticulously selects securities by evaluating fundamentals and valuation, attempting to identify companies trading below their intrinsic value. This approach may lead to enhanced returns compared to passive strategies, particularly in inefficient markets. However, active management also introduces the risk of underperformance compared to the benchmark due to manager selection bias.
Risk Analysis
Volatility
Volatility is typical of SMID-cap stocks; it's impacted by economic events and market sentiment.
Market Risk
Specific risks include the inherent volatility of small- and mid-cap stocks, as well as sector-specific risks depending on the ETF's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation and has a tolerance for the potentially higher volatility associated with small- and mid-cap stocks.
Market Risk
This ETF is most suitable for long-term investors with a diversified portfolio who are comfortable with market fluctuations.
Summary
The Harbor SMID Cap Value ETF offers exposure to undervalued small- and mid-cap stocks with the goal of long-term capital appreciation. Its active management approach aims to outperform passive benchmarks. However, investors should be aware of the higher potential volatility associated with SMID-cap stocks and the risks inherent in active management. The ETF is most appropriate for long-term investors who understand the potential for both higher returns and higher volatility.
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. Investors should conduct their own research and consult with a 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 SMID Cap Value ETF
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. small- and mid- (smid) capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of smid-cap companies that the fund's manager considers "value" stocks.
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.