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Harbor Long-Term Growers ETF (WINN)
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Upturn Advisory Summary
11/05/2025: WINN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 47.92% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 20.82 - 29.03 | Updated Date 06/29/2025 |
52 Weeks Range 20.82 - 29.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Harbor Long-Term Growers ETF
ETF Overview
Overview
The Harbor Long-Term Growers ETF (GROW) aims to provide long-term capital appreciation by investing in a concentrated portfolio of high-quality growth companies. It focuses on identifying companies with sustainable competitive advantages and strong long-term growth potential, employing a concentrated strategy.
Reputation and Reliability
Harbor Capital Advisors is a well-regarded investment management firm with a history of providing investment solutions. They leverage external subadvisors.
Management Expertise
The management team has extensive experience in identifying and managing growth stocks, leveraging external expertise in concentrated portfolios.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a concentrated portfolio of high-quality growth companies.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs an active management strategy focused on identifying companies with sustainable competitive advantages and growth potential.
Composition Primarily composed of stocks of growth-oriented companies across various sectors, with a concentrated portfolio approach.
Market Position
Market Share: GROW has a smaller market share compared to broader growth ETFs due to its concentrated and actively managed nature.
Total Net Assets (AUM): 105000000
Competitors
Key Competitors
- VUG
- SCHG
- QQQ
- IWF
Competitive Landscape
The growth ETF market is highly competitive. GROW's advantage lies in its concentrated, actively managed approach, potentially leading to higher returns but also higher risk. Competitors like VUG and SCHG offer broader diversification at a lower cost but may have lower potential for outperformance.
Financial Performance
Historical Performance: Data unavailable due to limited history. The performance will depend on the effectiveness of the active management strategy.
Benchmark Comparison: To be determined, benchmark could be Russell 1000 Growth Index, but direct comparison depends on strategy.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
Average trading volume is moderate and can vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks significantly impact GROW's performance.
Growth Trajectory
GROW's growth trajectory depends on the continued success of its active management strategy in selecting high-growth companies.
Moat and Competitive Advantages
Competitive Edge
GROW's competitive edge is its concentrated, actively managed approach, focusing on identifying companies with sustainable competitive advantages. This strategy allows for the potential to outperform broader growth indices. The concentrated nature of the portfolio can magnify returns if the selected companies perform well. However, it also increases risk if these companies underperform. The ETF leverages the expertise of external subadvisors specializing in concentrated growth stock selection.
Risk Analysis
Volatility
GROW's volatility is expected to be higher than broader growth ETFs due to its concentrated portfolio.
Market Risk
The ETF is exposed to market risk, sector-specific risk (depending on its holdings), and company-specific risk due to its concentrated investments.
Investor Profile
Ideal Investor Profile
GROW is suitable for investors seeking long-term capital appreciation and willing to accept higher volatility and concentration risk for the potential of outperformance.
Market Risk
GROW is best suited for long-term investors with a higher risk tolerance and a desire for active management in their growth stock allocation.
Summary
Harbor Long-Term Growers ETF (GROW) is a concentrated, actively managed growth ETF aiming for long-term capital appreciation by investing in high-quality growth companies. Its concentrated nature increases both potential returns and risks compared to broader growth ETFs. The ETF's performance depends heavily on the manager's ability to select outperforming growth stocks. Investors should consider their risk tolerance and investment horizon before investing. The ETF is actively managed with a 0.69% expense ratio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consultation with a financial advisor. Past performance is not indicative of future results.
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 Long-Term Growers ETF
Exchange NYSE | 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. companies that the sub-advisor believes to have above-average prospects for long-term growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. 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.