Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Harbor Long-Term Growers ETF (WINN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: 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 39.57% | Avg. Invested days 56 | 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 08/29/2025 |
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 (WINN) seeks long-term capital appreciation by investing in a portfolio of growth-oriented companies. It primarily focuses on companies with sustainable competitive advantages and strong growth potential, across various sectors.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation for offering actively managed ETFs and mutual funds. They are known for their experienced investment teams and focus on long-term value creation.
Management Expertise
The management team consists of experienced professionals with a deep understanding of fundamental analysis and long-term investing.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting companies based on fundamental research and analysis.
Composition The ETF primarily invests in equity securities, specifically common stocks of companies exhibiting long-term growth characteristics.
Market Position
Market Share: Insufficient data to determine specific market share.
Total Net Assets (AUM): 107631065
Competitors
Key Competitors
- VUG
- SCHG
- IWF
- QQQ
Competitive Landscape
The growth ETF market is highly competitive, dominated by larger, passively managed funds. WINN differentiates itself with its active management approach and focus on long-term growers. However, this active management can lead to higher expense ratios compared to passive competitors. The larger AUM in competitors can allow for greater diversification and potentially lower trading costs.
Financial Performance
Historical Performance: Insufficient data to present historical financial performance data.
Benchmark Comparison: Insufficient data to compare to the benchmark index.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
The average trading volume for WINN is relatively moderate, suggesting sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread may vary based on market conditions, but is generally competitive given the ETF's trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the performance of growth stocks and, consequently, WINN. Investor sentiment toward growth stocks and overall market volatility play a role.
Growth Trajectory
WINN's growth trajectory depends on its ability to identify and invest in companies with sustained growth potential. Changes to the investment strategy and holdings are made based on ongoing market analysis.
Moat and Competitive Advantages
Competitive Edge
WINNu2019s competitive edge lies in its active management strategy that focuses on identifying companies with sustainable competitive advantages and strong growth potential. This active approach allows for dynamic adjustments to the portfolio based on market conditions and company-specific developments. The fund's emphasis on long-term growth may appeal to investors seeking capital appreciation over extended periods. Also, the relatively concentrated nature of the portfolio allows for performance that differs from passively managed funds.
Risk Analysis
Volatility
Growth stocks, by nature, can be more volatile than value stocks or the broader market, potentially leading to higher price fluctuations in WINN.
Market Risk
WINN is subject to market risk, as its performance is tied to the overall performance of the stock market and the specific sectors in which it invests. Economic downturns or negative news events can negatively impact the fund's value.
Investor Profile
Ideal Investor Profile
The ideal investor for WINN is someone with a long-term investment horizon and a tolerance for moderate to high volatility. They are seeking capital appreciation and believe in the potential of growth stocks.
Market Risk
WINN is best suited for long-term investors who are comfortable with active management and the associated higher expense ratio.
Summary
Harbor Long-Term Growers ETF (WINN) is an actively managed fund that focuses on investing in companies with long-term growth potential. It aims to deliver capital appreciation through fundamental analysis and stock selection. While it offers the potential for higher returns, it comes with a higher expense ratio and the risks associated with active management and growth stocks. This ETF is suitable for long-term investors seeking growth and willing to accept some volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may be based on estimates and may not be precise.
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.