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Harbor ETF Trust (INFO)

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Upturn Advisory Summary
10/24/2025: INFO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 18.14% | Avg. Invested days 116 | 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 17.15 - 21.85 | Updated Date 06/28/2025 |
52 Weeks Range 17.15 - 21.85 | Updated Date 06/28/2025 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
Harbor ETF Trust offers a diverse range of ETFs, often focusing on actively managed strategies and specific market segments to generate returns. Their investment strategies are not limited to traditional market capitalization-weighted indexes.
Reputation and Reliability
Harbor Capital Advisors is known for its active management approach and has a solid reputation. They provide innovative investment solutions by leveraging different asset classes and strategies to achieve specific investor objectives.
Management Expertise
The management team comprises experienced professionals with extensive backgrounds in portfolio management, asset allocation, and investment research. Their experience is key to the trust's active management style.
Investment Objective
Goal
The primary investment goal of each Harbor ETF Trust fund varies based on the specific fund, but generally focuses on providing total return, capital appreciation, or income, depending on the fund's mandate.
Investment Approach and Strategy
Strategy: Harbor ETF Trust funds utilize both active and passive strategies depending on the specific ETF, often incorporating quantitative models and fundamental research to identify investment opportunities.
Composition The composition of Harbor ETF Trust ETFs varies by fund, including stocks, bonds, commodities, and other asset classes. They are often designed to provide exposure to specific sectors or investment themes.
Market Position
Market Share: Data on Harbor ETF Trustu2019s overall market share is highly variable and dependent on the particular ETF, making a generalization impossible.
Total Net Assets (AUM): Data on Total Net Assets is highly variable and dependent on the particular ETF, making a generalization impossible.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
- IWM
Competitive Landscape
The ETF market is highly competitive, with many established players offering similar exposures. Harbor ETF Trust differentiates itself through active management, which offers the potential for outperformance but also carries higher fees. Competitors primarily focus on passive index tracking, providing cost-effective exposure to broad market segments.
Financial Performance
Historical Performance: Historical performance data is highly variable and dependent on the particular ETF, making a generalization impossible.
Benchmark Comparison: Benchmark comparisons are highly variable and dependent on the particular ETF, making a generalization impossible.
Expense Ratio: Expense ratios are highly variable and dependent on the particular ETF, making a generalization impossible.
Liquidity
Average Trading Volume
The average trading volume varies by fund within the Harbor ETF Trust, reflecting each fund's specific popularity and asset base.
Bid-Ask Spread
Bid-ask spreads vary by fund, influenced by factors such as trading volume and underlying asset liquidity.
Market Dynamics
Market Environment Factors
Harbor ETF Trust's performance is affected by economic conditions, interest rates, and market sentiment, particularly in the sectors and asset classes in which they invest. Actively managed funds are especially influenced by market volatility and their ability to adapt to changing environments.
Growth Trajectory
The growth trajectory of Harbor ETF Trust depends on the market acceptance of their active strategies, the performance of their funds, and their ability to attract and retain assets under management.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trustu2019s competitive edge stems from its active management approach, allowing for flexibility in asset allocation and security selection. This strategy may enable them to outperform passive benchmarks in certain market conditions. Furthermore, their focus on specific market segments or innovative investment themes can attract investors seeking niche exposures. The fund's active management strategy is also designed to mitigate risk and provide downside protection during market downturns, which can be a differentiating factor for risk-averse investors.
Risk Analysis
Volatility
Volatility varies based on the specific ETF, reflecting the risk profile of the underlying assets and investment strategy.
Market Risk
Market risk for Harbor ETF Trust ETFs depends on the asset classes in which they invest, including equity market risk, interest rate risk (for bond funds), and commodity price risk (for commodity-focused funds).
Investor Profile
Ideal Investor Profile
The ideal investor for Harbor ETF Trust ETFs varies by fund but generally includes those seeking active management, specific sector exposure, or alternative investment strategies. These investors are usually comfortable with potentially higher fees associated with active management in exchange for the possibility of outperformance.
Market Risk
Harbor ETF Trust ETFs are suitable for both long-term investors and active traders, depending on their investment objectives and risk tolerance. Active traders may utilize these ETFs for short-term tactical allocations, while long-term investors may incorporate them into a diversified portfolio.
Summary
Harbor ETF Trust offers a range of ETFs that often utilize active management strategies and target specific market segments. While these ETFs may provide the potential for outperformance, they also typically have higher expense ratios compared to passive index funds. The performance and risk characteristics vary depending on the individual fund's investment objective and underlying assets. Investors should carefully consider their investment goals, risk tolerance, and time horizon before investing in Harbor ETF Trust ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Harbor Capital Advisors Website
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting thorough research.
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 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.

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