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Harbor ETF Trust (AGGS)



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Upturn Advisory Summary
03/11/2025: AGGS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
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.
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.
Management Expertise
Management expertise varies by fund, but typically includes experienced portfolio managers and analysts.
Investment Objective
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
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.
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 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.
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.