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Harbor ETF Trust (INFO)



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Upturn Advisory Summary
08/14/2025: INFO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 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.
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.
Management Expertise
The management team comprises experienced professionals with expertise in different investment strategies and asset classes.
Investment Objective
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
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.
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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