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EBIT
Upturn stock ratingUpturn stock rating

Harbor ETF Trust (EBIT)

Upturn stock ratingUpturn stock rating
$29.9
Delayed price
upturn advisory
PASS
  • 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
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Upturn Advisory Summary

04/01/2025: EBIT (1-star) is currently NOT-A-BUY. Pass it for now.

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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Not Recommended Performance

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

Analysis of Past Performance

Type ETF
Historic Profit -2.56%
Avg. Invested days 45
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
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 04/01/2025

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

ai summary icon Upturn AI SWOT

Harbor ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

Management expertise varies depending on the sub-advisor of each fund, potentially leveraging specialized knowledge in their respective areas.

Investment Objective

overview logo 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

overview logo 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.

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 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.

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