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AGGS
Upturn stock ratingUpturn stock rating

Harbor ETF Trust (AGGS)

Upturn stock ratingUpturn stock rating
$41.1
Delayed price
Profit since last BUY1.01%
upturn advisory
Consider higher Upturn Star rating
BUY since 23 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

03/11/2025: AGGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -2.23%
Avg. Invested days 12
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/11/2025

Key Highlights

Volume (30-day avg) 466
Beta -
52 Weeks Range 38.44 - 41.70
Updated Date 04/1/2025
52 Weeks Range 38.44 - 41.70
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

Harbor ETF Trust

stock logo

ETF Overview

overview logo Overview

Harbor ETF Trust encompasses various ETFs, each with a specific focus (such as dividend income or growth). Strategies and asset allocations vary depending on the individual ETF within the trust.

reliability logo Reputation and Reliability

Harbor Capital Advisors has a history of providing investment solutions. Their reputation depends on the performance of their funds and client satisfaction.

reliability logo Management Expertise

Management expertise varies by fund, but typically includes experienced portfolio managers and analysts.

Investment Objective

overview logo Goal

The primary investment goal varies depending on the specific ETF within the Harbor ETF Trust. Goals could include income generation, capital appreciation, or tracking a specific index.

Investment Approach and Strategy

Strategy: Strategies vary widely among the ETFs within the Harbor ETF Trust, some aiming to track specific indices, while others employ active management strategies.

Composition The composition of assets held by Harbor ETF Trust depends on the specific ETF. This may be stocks, bonds, or a combination of both.

Market Position

Market Share: Varies significantly depending on the specific ETF within the trust.

Total Net Assets (AUM): Data varies by ETF within Harbor ETF Trust; each fund has a distinct AUM.

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • VOO
  • SCHD
  • VIG

Competitive Landscape

The ETF market is highly competitive, with a few large players dominating. Harbor ETF Trust competes against large established players in different sectors. Advantages include specialized or actively managed investment strategies, while disadvantages may include lower brand recognition and smaller AUM compared to competitors.

Financial Performance

Historical Performance: Historical performance varies significantly among the different ETFs within the Harbor ETF Trust; past performance is not indicative of future results.

Benchmark Comparison: The performance compared to benchmarks depends on the specific investment strategy of each ETF. Some are designed to outperform, while others are designed to track.

Expense Ratio: Expense ratios depend on the specific ETF within the Harbor ETF Trust. Each fund has its own distinct expense ratio.

Liquidity

Average Trading Volume

Average trading volume varies depending on the specific ETF within the Harbor ETF Trust.

Bid-Ask Spread

Bid-ask spread varies depending on the specific ETF within the Harbor ETF Trust, reflecting trading volume and liquidity.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions all impact the Harbor ETF Trust. The degree of impact depends on the underlying investments of each fund.

Growth Trajectory

Growth trends and patterns vary depending on the specific ETFs in the trust. The trajectory of each fund depends on its underlying investments, investment strategy, and market conditions.

Moat and Competitive Advantages

Competitive Edge

Harbor ETF Trust's competitive advantages may include unique, actively managed strategies that differentiate them from passive index trackers. This allows them to potentially outperform the market, but also introduces greater risk. Their expertise in specific sectors or asset classes can also attract investors seeking specialized exposure. The smaller size can also allow for more nimble investment decisions in some cases. Ultimately, performance will determine their long-term success.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF within the Harbor ETF Trust and its underlying assets.

Market Risk

Market risk is associated with the underlying assets held by the Harbor ETF Trust. The nature of those risks depends on the assets in each fund (stocks, bonds, etc.)

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific ETF within the Harbor ETF Trust. It can range from conservative income seekers to aggressive growth investors.

Market Risk

Suitability depends on the specific ETF within the Harbor ETF Trust and the investor's risk tolerance and investment goals. Some funds may be suitable for long-term investors, while others may be more suitable for active traders.

Summary

Harbor ETF Trust is an umbrella structure hosting various ETFs with different investment objectives, strategies, and asset allocations. Performance, expense ratios, and risk profiles vary depending on the specific fund. Investors should carefully evaluate each ETF's characteristics before investing. The overall trust offers flexibility for investors seeking a wide range of investment options.

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Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company filings

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn 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 U.S. dollar denominated fixed income securities. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of fixed income instruments. Fixed income instruments include, but are not limited to: obligations issued or guaranteed by the U.S. government, its agencies, or instrumentalities.

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