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SMLL
Upturn stock rating

Harbor ETF Trust (SMLL)

Upturn stock rating
$21.44
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Advisory Summary

10/24/2025: SMLL (1-star) is currently NOT-A-BUY. Pass it for now.

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 -8.95%
Avg. Invested days 34
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
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 17.81 - 23.87
Updated Date 06/28/2025
52 Weeks Range 17.81 - 23.87
Updated Date 06/28/2025

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Harbor ETF Trust

stock logo

ETF Overview

overview logo Overview

Harbor ETF Trust is a US ETF provider focused on providing investors with access to various investment strategies across different asset classes and sectors. Their ETFs often target specific market segments or employ active management strategies to generate alpha.

reliability logo Reputation and Reliability

Harbor Capital Advisors has a solid reputation for investment management expertise and offering innovative investment solutions. They are known for their experienced investment professionals and commitment to research-driven strategies.

reliability logo Management Expertise

The management team at Harbor Capital Advisors consists of experienced portfolio managers and analysts with expertise in various asset classes and investment strategies. They have a proven track record of managing investments across different market cycles.

Investment Objective

overview logo Goal

The primary investment goal of Harbor ETF Trust varies depending on the specific ETF, but generally aims to provide investors with capital appreciation, income generation, or exposure to a specific market segment.

Investment Approach and Strategy

Strategy: Harbor ETFs can employ various strategies, including actively managed strategies, index tracking, and factor-based investing. The specific strategy depends on the individual ETF's objective.

Composition The ETF's holdings depend on its investment strategy and objective. The portfolio may consist of stocks, bonds, commodities, or a combination of these assets. Each ETF's composition is detailed in its specific prospectus.

Market Position

Market Share: Information not available.

Total Net Assets (AUM): Information not available.

Competitors

overview logo Key Competitors

Competitive Landscape

Due to a lack of specific information regarding Harbor ETF Trust's particular ETFs, competitive landscape analysis is limited. The ETF market is highly competitive, with major players like Vanguard, BlackRock, and State Street dominating the landscape. Smaller ETF providers differentiate themselves through unique strategies or niche market focuses. Without more details, a deeper comparison is not feasible.

Financial Performance

Historical Performance: Historical performance data is not available without specifying a particular Harbor ETF.

Benchmark Comparison: Benchmark comparison requires specific ETF information and its designated benchmark.

Expense Ratio: Expense Ratio information is unavailable without specifying a particular Harbor ETF.

Liquidity

Average Trading Volume

Average trading volume depends on the particular Harbor ETF and can vary significantly. Trading volume generally indicates how easily the ETF can be bought or sold without significantly impacting its price.

Bid-Ask Spread

The bid-ask spread for Harbor ETFs will vary, but it represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept.

Market Dynamics

Market Environment Factors

Market environment factors affecting Harbor ETF Trust will vary based on the specific investment strategies and holdings of each ETF. These may include economic growth, interest rates, inflation, and sector-specific trends.

Growth Trajectory

The growth trajectory of Harbor ETF Trust will depend on the performance of its underlying investments, its ability to attract investor capital, and the overall market environment. Changes to strategy or holdings will influence the ETF's growth.

Moat and Competitive Advantages

Competitive Edge

Harbor's competitive advantages may include active management expertise, unique investment strategies, or a niche market focus. They might differentiate themselves through skilled portfolio management, rigorous research, or by targeting underserved market segments. Their ability to deliver superior risk-adjusted returns compared to passive benchmarks would be a key differentiator. This could appeal to investors seeking outperformance.

Risk Analysis

Volatility

Volatility will vary depending on the underlying assets and investment strategy of the specific Harbor ETF. Higher volatility indicates greater price fluctuations and potentially higher risk.

Market Risk

The specific market risks associated with Harbor ETF Trust will depend on its underlying assets. Risks may include equity market risk, interest rate risk, credit risk, and commodity price risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile for Harbor ETF Trust depends on the specific ETF. Generally, investors seeking diversification, access to specialized investment strategies, or potential outperformance compared to passive benchmarks may find Harbor ETFs suitable.

Market Risk

The suitability of a Harbor ETF depends on the individual investor's risk tolerance, investment objectives, and time horizon. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders.

Summary

Harbor ETF Trust provides a range of investment solutions across various asset classes and sectors. Their ETFs may employ active or passive strategies, offering investors diversification opportunities. Without specifics on particular ETFs, a broad overview highlights their goal to deliver solid returns through various strategies. Investors need to research the specific ETFs within Harbor ETF Trust to assess their suitability.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Harbor Capital Advisors Website
  • ETF Database
  • Morningstar
  • SEC Filings

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Data is based on available information and may not be completely accurate or up-to-date.

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 and preferred stocks, of U.S. small cap companies. Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The managers define small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. The fund is non-diversified.