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Harbor ETF Trust (EBIT)



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Upturn Advisory Summary
04/01/2025: EBIT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -2.56% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 1704 | Beta - | 52 Weeks Range 29.07 - 36.02 | Updated Date 04/1/2025 |
52 Weeks Range 29.07 - 36.02 | Updated Date 04/1/2025 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
Harbor ETF Trust is designed to provide investors with exposure to specific investment strategies, sectors, or asset classes. Its target sector, asset allocation, and investment strategy vary depending on the specific fund within the trust.
Reputation and Reliability
The issuer's reputation and track record vary depending on the specific sub-advisor managing each fund within the trust. Due diligence is required on each specific fund.
Management Expertise
Management expertise varies depending on the sub-advisor of each fund, potentially leveraging specialized knowledge in their respective areas.
Investment Objective
Goal
The primary investment goal of Harbor ETF Trust is to achieve specific investment outcomes, such as capital appreciation, income generation, or tracking a benchmark index, as defined by each individual fund within the trust.
Investment Approach and Strategy
Strategy: Harbor ETF Trust may track a specific index, sector, commodity, or other assets, depending on the individual fund's mandate.
Composition The assets held by the ETF vary widely, including stocks, bonds, commodities, or a mix, depending on the individual fund's objective.
Market Position
Market Share: Harbor ETF Trust's market share varies widely depending on the specific fund and its sector.
Total Net Assets (AUM): AUM for Harbor ETF Trust varies across different funds.
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with numerous established players. Harbor ETF Trust competes by offering unique investment strategies and potentially lower fees, but faces challenges in gaining market share against larger, more established ETFs. Competitive advantages may depend on the specific fund's focus and performance. Disadvantages depend on a lack of scale and track record relative to larger funds.
Financial Performance
Historical Performance: Historical performance data varies significantly depending on the specific fund within Harbor ETF Trust. Examine each fund's track record individually.
Benchmark Comparison: Benchmark comparison should be done on a fund-by-fund basis within the Harbor ETF Trust, comparing each fund to its relevant benchmark.
Expense Ratio: Expense ratio varies significantly depending on the specific fund within Harbor ETF Trust. It is essential to check the expense ratio for each fund individually.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific fund within Harbor ETF Trust and requires individual fund analysis.
Bid-Ask Spread
Bid-ask spread fluctuates based on the specific fund within Harbor ETF Trust and requires fund-specific investigation.
Market Dynamics
Market Environment Factors
Market environment factors vary significantly depending on the specific fund within the Harbor ETF Trust. Economic indicators, sector growth prospects, and market conditions all play a role.
Growth Trajectory
Growth trends and patterns depend on the individual fund's strategy and holdings within Harbor ETF Trust, and require fund-specific analysis.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trust's competitive advantage lies in its ability to offer specialized and actively managed funds within a larger ETF trust structure, giving investors access to niche strategies. It may leverage the expertise of specialized sub-advisors to provide unique investment approaches. This can be particularly advantageous in less efficient markets where active management can generate alpha. However, success depends on the performance of the individual funds and their ability to outperform passive benchmarks after fees.
Risk Analysis
Volatility
Volatility varies greatly depending on the underlying assets of each fund within the Harbor ETF Trust.
Market Risk
Market risk depends on the specific asset classes and sectors represented in each fund within the Harbor ETF Trust. Risk assessment requires evaluating each fund individually.
Investor Profile
Ideal Investor Profile
The ideal investor profile for Harbor ETF Trust varies depending on the specific fund, but generally targets those seeking exposure to specific strategies or sectors. Those who understand the risks associated with active management, or niche exposures.
Market Risk
Harbor ETF Trust is suitable for investors seeking to gain exposure to specific segments of the market, active strategies or generate income, depending on the specific fund's objective. This is dependent on the specific fund, ranging from long-term passive indexing to short-term trading depending on the individual ETF.
Summary
Harbor ETF Trust offers a diverse range of investment strategies through its various funds, catering to investors with specific objectives and risk tolerances. Its competitive advantage lies in specialized strategies, potentially outperforming traditional benchmarks through active management. Individual funds require careful assessment of their investment objectives, fees, and historical performance. Investors need to understand the specific fund's strategy and the associated risks before investing. Its success depends on the sub-advisors.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share estimates are approximate and may vary.
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 at least 80% of its total assets in securities that are included in the index. The index is designed to deliver exposure to equity securities of small cap U.S. companies that are profitable, or "small cap earners," based on the index provider"s methodology.
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.