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HAPS
Upturn stock rating

Harbor ETF Trust (HAPS)

Upturn stock rating
$31.79
Last Close (24-hour delay)
Profit since last BUY15.64%
upturn advisory
Consider higher Upturn Star rating
BUY since 114 days
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Upturn Advisory Summary

10/24/2025: HAPS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 8.55%
Avg. Invested days 47
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 23.26 - 32.15
Updated Date 06/30/2025
52 Weeks Range 23.26 - 32.15
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Harbor ETF Trust

stock logo

ETF Overview

overview logo Overview

The prompt does not specify a particular Harbor ETF Trust product for analysis. Therefore, a generic response is provided. Harbor ETF Trust is a fund family offering various ETFs with focuses across different asset classes and investment strategies, generally aiming to deliver specific investment outcomes through active or passive management.

reliability logo Reputation and Reliability

Harbor Capital Advisors, Inc. is the issuer. Their reputation is built on a history of providing investment management services, but its standing varies based on fund performance and client satisfaction.

reliability logo Management Expertise

Management expertise varies by individual fund within the Harbor ETF Trust. It's crucial to assess the specific fund's management team for experience and expertise.

Investment Objective

overview logo Goal

Investment goals depend on the specific fund within the Harbor ETF Trust family. Generally, funds aim for capital appreciation, income generation, or a combination of both, often with a focus on specific investment themes or sectors.

Investment Approach and Strategy

Strategy: Strategy depends on the specific Harbor ETF Trust fund, and it will vary by fund. They are a combination of active and passive management and will vary by fund.

Composition The ETF holds varied assets, including stocks, bonds, and commodities. The composition depends on the fund's investment strategy and target market.

Market Position

Market Share: Market share varies significantly depending on the specific Harbor ETF Trust fund. Some funds may have a negligible market share, while others may be more significant within their niche.

Total Net Assets (AUM): AUM varies greatly from fund to fund within the Harbor ETF Trust family. The AUM figures can range from several millions to billions of dollars, depending on the fund's popularity and performance.

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • VOO
  • IWM
  • QQQ

Competitive Landscape

The ETF industry is highly competitive, with many established players. Harbor ETF Trust faces challenges in gaining market share. Their competitive advantages depend on unique fund strategies or superior performance compared to competitors. A disadvantage is that larger, more established ETFs benefit from economies of scale and brand recognition.

Financial Performance

Historical Performance: Historical performance depends on the specific Harbor ETF Trust fund. Performance data would need to be gathered from financial data providers for each individual fund.

Benchmark Comparison: Benchmark comparisons depend on the specific fund and its investment objective. Outperformance, underperformance, or tracking error need to be evaluated fund by fund.

Expense Ratio: Expense ratios vary by fund, and it needs to be looked at each fund.

Liquidity

Average Trading Volume

Average trading volume depends on the specific fund, and it ranges from being highly liquid to illiquid.

Bid-Ask Spread

Bid-ask spread fluctuates throughout the day, and it will depend on the specific fund.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and market conditions influence the performance of Harbor ETF Trust funds. Sector-specific funds are particularly sensitive to industry trends.

Growth Trajectory

Growth trends depend on the specific Harbor ETF Trust fund. Changes to investment strategies or holdings can impact the growth trajectory.

Moat and Competitive Advantages

Competitive Edge

Harbor ETF Trustu2019s competitive advantages include active management, focus on niche markets, and/or innovative investment strategies. Their edge depends on consistently delivering superior risk-adjusted returns. This requires skilled portfolio managers and effective risk management. Differentiation through unique product offerings is key to standing out.

Risk Analysis

Volatility

Volatility depends on the specific Harbor ETF Trust fund and its underlying assets. Funds holding equities are generally more volatile than bond funds.

Market Risk

Market risk depends on the specific Harbor ETF Trust fund. Equity funds are subject to equity market risk, while bond funds are subject to interest rate risk and credit risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific Harbor ETF Trust fund's investment strategy and risk profile. Some funds may be suitable for conservative investors, while others are better suited for more aggressive investors.

Market Risk

Suitability depends on the specific Harbor ETF Trust fund. It is important to align the choice of Harbor ETF Trust fund to the investor's goals.

Summary

Harbor ETF Trust offers a range of ETFs with different investment objectives and strategies. The success of each fund depends on its ability to deliver competitive risk-adjusted returns. Investors should conduct thorough due diligence on each fund before investing, considering their own investment goals and risk tolerance. It is important to assess fund performance, expense ratios, and liquidity. The fund strategies need to match investor's needs.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Morningstar
  • ETF.com
  • Company filings

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Harbor ETF Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.