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INFO
Upturn stock ratingUpturn stock rating

Harbor ETF Trust (INFO)

Upturn stock ratingUpturn stock rating
$22.97
Last Close (24-hour delay)
Profit since last BUY11.99%
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Consider higher Upturn Star rating
BUY since 66 days
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Upturn Advisory Summary

08/14/2025: INFO (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 11.99%
Avg. Invested days 66
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
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 17.15 - 21.85
Updated Date 06/28/2025
52 Weeks Range 17.15 - 21.85
Updated Date 06/28/2025

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Harbor ETF Trust

stock logo

ETF Overview

overview logo Overview

Harbor ETF Trust is a suite of ETFs offering various investment strategies and asset classes, including actively managed fixed income and equity funds, and thematic exposures. It aims to provide investors with diverse investment solutions and potential for long-term growth.

reliability logo Reputation and Reliability

Harbor Capital Advisors has a solid reputation and a long track record in asset management, offering a range of investment solutions to institutional and retail clients.

reliability logo Management Expertise

The management team comprises experienced professionals with expertise in different investment strategies and asset classes.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Harbor ETF Trust, ranging from income generation to capital appreciation.

Investment Approach and Strategy

Strategy: The ETFs track specific indexes, follow active management strategies, or target thematic sectors. Some Harbor ETFs are actively managed, while others track indexes or follow specific investment themes.

Composition The assets held vary by ETF, including stocks, bonds, and other securities depending on the fund's investment mandate.

Market Position

Market Share: Data not publicly available without specifying a specific fund in the Harbor ETF Trust.

Total Net Assets (AUM): Data not publicly available without specifying a specific fund in the Harbor ETF Trust.

Competitors

overview logo Key Competitors

  • iShares Core U.S. Aggregate Bond ETF (AGG)
  • Vanguard Total Stock Market ETF (VTI)
  • SPDR S&P 500 ETF Trust (SPY)

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment strategies. Harbor ETF Trust competes on factors such as investment performance, expense ratios, and unique product offerings. The advantages of Harbor ETFs include its active management approach and thematic investment options, while disadvantages could include higher expense ratios compared to passively managed ETFs.

Financial Performance

Historical Performance: Historical performance data varies depending on the specific ETF within the Harbor ETF Trust. Detailed information is needed to evaluate its track record.

Benchmark Comparison: Benchmark comparison depends on the specific ETF, but in general, actively managed funds are compared to relevant market indexes.

Expense Ratio: Expense ratios vary depending on the ETF, with actively managed funds generally having higher expense ratios.

Liquidity

Average Trading Volume

Average trading volume depends on the specific ETF within the Harbor ETF Trust, but generally, the trading volume represents a liquid instrument.

Bid-Ask Spread

The bid-ask spread can vary depending on market conditions but, in general, the trading spread is very tight.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions impact the performance of Harbor ETF Trust, influencing investor sentiment and fund flows.

Growth Trajectory

Growth trends depend on the specific ETF and market conditions, but Harbor ETF Trust aims to innovate and offer diverse investment solutions.

Moat and Competitive Advantages

Competitive Edge

Harbor ETF Trust's competitive advantages lie in its actively managed strategies and thematic investment options, catering to investors seeking potentially higher returns or exposure to specific sectors. Its experienced management team and focus on innovation also differentiate it from competitors. The active management strategies offer the potential to outperform passive benchmarks, while thematic investments provide exposure to emerging trends.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF, with equity funds generally exhibiting higher volatility than bond funds.

Market Risk

Specific risks are associated with underlying assets, such as market fluctuations, interest rate changes, and credit risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF, but generally includes those seeking diversification, income, or long-term growth. Investors who are comfortable with actively managed strategies or thematic exposures may find Harbor ETF Trust appealing.

Market Risk

Harbor ETF Trust can be suitable for long-term investors, active traders, or those seeking specific investment themes.

Summary

Harbor ETF Trust provides a diverse range of investment solutions, including actively managed funds and thematic exposures, catering to investors seeking long-term growth or income generation. The ETFs appeal to investors looking for actively managed strategies, thematic investments, or broad market exposure. Its success relies on the management team's expertise and ability to navigate market conditions effectively. Potential investors should carefully evaluate each fund's investment objective, strategy, and risk profile before investing.

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

The fund invests primarily in equity securities, principally common stocks and preferred stocks of large cap companies. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The fund is non-diversified.