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Upturn AI SWOT - About
Harbor ETF Trust - Harbor International Compounders ETF (OSEA)
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Upturn Advisory Summary
10/24/2025: OSEA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 -0.38% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.66 - 29.50 | Updated Date 06/29/2025 |
52 Weeks Range 23.66 - 29.50 | Updated Date 06/29/2025 |
Upturn AI SWOT
Harbor ETF Trust - Harbor International Compounders ETF
ETF Overview
Overview
The Harbor International Compounders ETF (HACI) seeks long-term growth of capital by investing in a portfolio of international companies that exhibit attractive compounding characteristics, focusing on high-quality businesses with strong fundamentals.
Reputation and Reliability
Harbor Capital Advisors is a reputable investment management firm with a history of providing investment solutions to institutions and individuals.
Management Expertise
Harbor Capital Advisors has a team of experienced investment professionals with expertise in global equities and fundamental analysis.
Investment Objective
Goal
The ETF aims for long-term capital appreciation by investing in international companies with strong compounding potential.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index, but rather employs an active management strategy focused on identifying companies with durable competitive advantages, strong balance sheets, and high returns on invested capital.
Composition The ETF holds a portfolio of international stocks, diversified across various sectors and countries, selected based on fundamental analysis and compounding characteristics.
Market Position
Market Share: Insufficient data available to provide an accurate market share.
Total Net Assets (AUM): 46462824
Competitors
Key Competitors
- VEU
- IXUS
- ACWX
- SCHF
Competitive Landscape
The international equity ETF market is highly competitive. HACI differentiates itself through its active management approach focusing on compounders. Advantages include potentially higher returns through stock selection, while disadvantages include higher expense ratios and active management risk compared to passive index ETFs.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception. Consult financial websites for updated data.
Benchmark Comparison: A benchmark comparison would ideally be against a broad international equity index, adjusted for active management style and factor exposures.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
Average trading volume has been light relative to bigger international equities funds.
Bid-Ask Spread
The bid-ask spread has been competitive.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, currency fluctuations, and geopolitical events can influence the performance of international equities and HACI.
Growth Trajectory
The ETF's growth will depend on its ability to attract assets through strong performance and effective marketing.
Moat and Competitive Advantages
Competitive Edge
HACI's competitive edge lies in its active management approach and focus on identifying international companies with strong compounding characteristics, aiming to deliver superior long-term returns. The fund emphasizes quality businesses, financial strength, and high returns on invested capital. This focused strategy can differentiate it from broader, passively managed international equity ETFs. Its experienced management team utilizes in-depth fundamental research.
Risk Analysis
Volatility
Volatility will depend on the overall market and the volatility of the specific stocks held in the portfolio. Because the fund is focused and actively managed, volatility can be slightly higher than a passive fund.
Market Risk
Market risk includes exposure to international equity markets, currency risk, and political/economic instability in various countries.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation through international equities and comfortable with active management and higher fees.
Market Risk
This ETF is suitable for long-term investors seeking international equity exposure and potentially higher returns through active management.
Summary
Harbor International Compounders ETF (HACI) offers exposure to international equities via an actively managed strategy focused on identifying companies with strong compounding potential. It aims to deliver superior long-term returns compared to passive international equity ETFs. The ETF's active management approach and higher expense ratio are key considerations for investors. Its success depends on the fund's ability to select high-quality compounders and navigate international market dynamics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
Investment involves risk. Past performance is not indicative of future results. This is not investment advice. Consult with a 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 - Harbor International Compounders ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in common stock of non-U.S. companies, including those located in emerging market countries. A company is considered a "compounder" if, in the Subadvisor"s view, it is expected to experience sustainable growth and compound its earnings over the long-term investment horizon (generally defined as five years or more). It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.