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Upturn AI SWOT - About
Harbor ETF Trust (SMLL)
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Upturn Advisory Summary
08/14/2025: SMLL (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 -6.21% | Avg. Invested days 22 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
Harbor ETF Trust is a suite of ETFs offering diverse investment strategies across various asset classes and sectors, with a focus on active management and innovative investment approaches.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation, known for its active management and commitment to delivering value to investors. Their track record varies across their ETF offerings.
Management Expertise
Harbor Capital Advisors has experienced portfolio managers and research teams dedicated to identifying investment opportunities and managing risk.
Investment Objective
Goal
To provide investors with a range of investment solutions targeting specific sectors, investment styles, or income generation.
Investment Approach and Strategy
Strategy: The ETFs within the Harbor ETF Trust employ both active and passive strategies, depending on the specific fund.
Composition The composition varies widely based on the individual ETF's strategy, including stocks, bonds, and other assets.
Market Position
Market Share: Harbor ETF Trust's market share varies significantly across its individual ETFs and their respective sectors.
Total Net Assets (AUM):
Competitors
Key Competitors
- IVV
- SPY
- QQQ
- VTI
Competitive Landscape
The ETF market is highly competitive. Harbor ETF Trust faces competition from large, established players with significant AUM and brand recognition. Harbor's competitive advantage lies in its active management expertise and potentially niche investment strategies, while disadvantages include lower AUM compared to industry giants and the challenge of consistently outperforming passive benchmarks.
Financial Performance
Historical Performance: Historical performance varies significantly across individual ETFs within the Harbor ETF Trust. Data must be gathered on a fund-by-fund basis.
Benchmark Comparison: Benchmark comparison depends on the specific index tracked or the investment objective of each individual Harbor ETF.
Expense Ratio: Expense ratios vary by fund within the Harbor ETF Trust, depending on strategy.
Liquidity
Average Trading Volume
Liquidity depends on the specific ETF within the Harbor ETF Trust but is generally moderate for most funds.
Bid-Ask Spread
Bid-ask spread depends on the specific ETF, but is generally competitive with other funds in each specific category.
Market Dynamics
Market Environment Factors
Market dynamics are affected by economic indicators, sector growth prospects, and overall market conditions, which can influence the performance of the underlying assets in the Harbor ETF Trust.
Growth Trajectory
Growth trends depend on each specific ETF, influenced by investor demand for particular investment strategies and market performance. Strategy changes and holdings will be outlined in their prospectus.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trust's competitive edge lies in its diverse ETF offerings spanning various asset classes and investment styles. Their management team's expertise allows them to actively manage portfolios, seeking to generate alpha beyond benchmark returns. They also have niche market exposure. Active management and innovative strategies can be their moat, however the ability to outperform its benchmarks consistently remains to be seen.
Risk Analysis
Volatility
Volatility varies significantly across different ETFs within the Harbor ETF Trust based on their underlying asset classes and investment strategies.
Market Risk
Market risk depends on the assets held within each specific Harbor ETF, including general market fluctuations, sector-specific risks, and interest rate risks.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific Harbor ETF. Some are geared toward long-term growth, while others may be better suited for income generation or tactical asset allocation.
Market Risk
Suitability depends on the specific Harbor ETF's investment objective and risk profile. Some funds are suitable for long-term investors, while others may be more appropriate for active traders seeking specific sector exposure.
Summary
Harbor ETF Trust offers a collection of ETFs targeting diverse investment objectives and asset classes. Active management and specialized strategies set them apart from passive index funds, however, the funds must still exhibit strong performance and liquidity in the long-term. Their suite of funds are a niche investment. Investors must evaluate the specific objectives, holdings, and fees of each individual fund before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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 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.
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.