Harbor ETF Trust - Harbor International Compounders ETF (OSEA)

Overview

The Harbor International Compounders ETF (HACI) seeks long-term growth of capital by investing in a portfolio of high-quality, international companies with a demonstrated track record of compounding earnings. It focuses on companies with strong balance sheets and a history of consistent growth.

Reputation and Reliability

Harbor Capital Advisors has a solid reputation and is known for its focus on active management and fundamental research.

Management Expertise

The management team possesses extensive experience in international equity investing and fundamental analysis.

Goal

The primary investment goal is to achieve long-term capital appreciation by investing in international compounders.

Investment Approach and Strategy

Strategy: The ETF employs an active management strategy, selecting companies based on fundamental research and a focus on compounding growth.

Composition The ETF primarily holds stocks of international companies demonstrating strong financial health and consistent growth.

Market Share: Data unavailable to determine Harbor ETF Trust - Harbor International Compounders ETFu2019s market share.

Total Net Assets (AUM): 30824397

Key Competitors

• VEU
• IXUS
• ACWX

Competitive Landscape

The international equity ETF market is highly competitive, with established players offering broad market exposure. HACI differentiates itself through its active management and focus on compounders, which may offer higher growth potential but also carries more risk. Advantages include active stock picking, while disadvantages include higher expense ratios compared to passive ETFs.

Historical Performance: Historical performance data requires specific time periods and benchmarks and are unavailable. Refer to official fund documents for details.

Benchmark Comparison: Benchmark comparison requires specific benchmark information, which is not available.

Expense Ratio: 0.8

Average Trading Volume

The ETF's average trading volume, around 3,553 shares daily, indicates moderate liquidity.

Bid-Ask Spread

The typical bid-ask spread varies, but often stays at $0.20, a reasonable cost for trading.

Market Environment Factors

Economic indicators such as global GDP growth, inflation rates, and currency exchange rates affect HACI's performance. Sector-specific growth prospects also influence the performance of the underlying holdings. Current market conditions, including geopolitical risks and trade policies, can create volatility.

Growth Trajectory

Growth trends depend on the performance of the selected international compounders and market conditions. Any changes to strategy or holdings will be disclosed in fund documents.

Competitive Edge

HACI differentiates itself through its active, concentrated approach to identifying international compounders. The ETF's success hinges on the fund manager's ability to select companies that can consistently grow their earnings over time. Harbor believes their active management can provide alpha beyond broad-based passive international equity ETFs. This targeted approach and concentrated portfolio makes this fund a potentially more rewarding but riskier option compared to others.

Volatility

HACI's volatility depends on the volatility of its underlying holdings and the overall market conditions. As an actively managed fund with a concentrated portfolio, it may have higher volatility than broad market ETFs.

Market Risk

Market risk includes economic downturns, political instability, and regulatory changes in the countries where the ETF invests. Specific risks related to the underlying assets include company-specific risks and sector-specific risks.

Ideal Investor Profile

The ideal investor is someone with a long-term investment horizon and a tolerance for moderate risk. The investor should be seeking capital appreciation through exposure to high-quality, international companies.

Market Risk

HACI is suitable for long-term investors seeking growth who are comfortable with active management and higher potential volatility.

The Harbor International Compounders ETF is an actively managed fund targeting long-term growth through investment in high-quality international companies. Its concentrated portfolio and active management style differentiate it from passively managed competitors. The ETF offers potential for superior returns but comes with increased risk and higher expense ratio. It is suitable for long-term investors seeking international exposure and comfortable with active management and increased volatility.

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. Please consult with a qualified financial advisor before making any investment decisions. Market Share data unavailable, estimations based on AUM.