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Upturn AI SWOT - About
Harbor ETF Trust (HAPS)

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Upturn Advisory Summary
10/24/2025: HAPS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
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.
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.
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
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
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.
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 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.

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.
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