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Upturn AI SWOT - About
Harbor Corporate Culture ETF (HAPI)
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Upturn Advisory Summary
04/01/2025: HAPI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 32.24% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4996 | Beta - | 52 Weeks Range 29.73 - 37.44 | Updated Date 04/1/2025 |
52 Weeks Range 29.73 - 37.44 | Updated Date 04/1/2025 |
Upturn AI SWOT
Harbor Corporate Culture ETF
ETF Overview
Overview
The Harbor Corporate Culture ETF (HAPY) seeks to invest in companies that exhibit strong corporate cultures, aiming to provide long-term capital appreciation. It focuses on companies with positive workplace environments, ethical behavior, and diverse leadership.
Reputation and Reliability
Harbor Capital Advisors is known for offering actively managed ETFs and mutual funds. While they may not have the brand recognition of larger issuers, they are considered reliable.
Management Expertise
The management team at Harbor Capital Advisors has experience in investment management, with a focus on active strategies and fundamental research.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in companies with strong corporate cultures.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting companies based on factors indicative of a strong corporate culture. It does not track a specific index.
Composition The ETF primarily holds stocks of publicly traded companies across various sectors, selected for their perceived strong corporate culture.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- SOCL
- ESGV
- CRBN
Competitive Landscape
The competitive landscape is characterized by ETFs focusing on ESG (Environmental, Social, and Governance) factors and socially responsible investing. HAPY attempts to differentiate itself by focusing specifically on corporate culture. However, it struggles with low AUM compared to larger competitors like ESGV.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively short trading history.
Benchmark Comparison: Benchmark comparison is difficult due to the ETF's unique investment strategy. However, it can be compared to broad market indexes and ESG-focused ETFs.
Expense Ratio: 0.54
Liquidity
Average Trading Volume
Average trading volume is low, which may lead to wider bid-ask spreads.
Bid-Ask Spread
Due to low trading volume, the bid-ask spread may be relatively wide, increasing trading costs.
Market Dynamics
Market Environment Factors
Investor interest in ESG and socially responsible investing can positively impact the ETF. Economic downturns and sector-specific risks could negatively affect the underlying holdings.
Growth Trajectory
Growth depends on the continued popularity of ESG investing and HAPY's ability to attract assets through demonstrating a strong focus on corporate culture.
Moat and Competitive Advantages
Competitive Edge
HAPY's focus on corporate culture is a unique selling point, as it provides a specific lens for selecting companies. This targeted approach differentiates it from broader ESG funds. Its active management strategy allows for a more flexible and nuanced selection process. However, the ETF needs to build a track record to demonstrate the effectiveness of its investment strategy.
Risk Analysis
Volatility
Volatility can be influenced by market conditions and the specific holdings of the ETF.
Market Risk
Market risk exists due to the underlying assets being primarily stocks. Sector-specific risks could arise depending on the ETF's sector allocation.
Investor Profile
Ideal Investor Profile
The ideal investor is someone interested in ESG investing, particularly those who believe strong corporate cultures drive long-term performance.
Market Risk
This ETF is best for long-term investors who align with the investment philosophy and are comfortable with the risks associated with active management.
Summary
Harbor Corporate Culture ETF focuses on investing in companies that exhibit strong corporate cultures, aiming for long-term capital appreciation. It distinguishes itself with its active management and specific emphasis on corporate culture as an investment criterion. However, it faces challenges with low assets under management and the need to build a strong track record. It is suitable for long-term ESG investors willing to take on active management risk.
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CRBN
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CRBN
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DSI
iShares MSCI KLD 400 Social ETF
DSI
iShares MSCI KLD 400 Social ETF
KIND
Nextdoor Holdings Inc
KIND
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SUSL
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SUSL
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Sources and Disclaimers
Data Sources:
- Harbor Capital Advisors website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market share data may not be readily available for newer or smaller ETFs.
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 Corporate Culture ETF
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 consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC ("Irrational Capital") as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.
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