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INFO
Upturn stock rating

Harbor ETF Trust (INFO)

Upturn stock rating
$24.23
Last Close (24-hour delay)
Profit since last BUY18.14%
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Consider higher Upturn Star rating
BUY since 116 days
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Upturn Advisory Summary

10/24/2025: 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 18.14%
Avg. Invested days 116
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
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 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 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

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 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.