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Harbor Corporate Culture ETF (HAPI)
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Upturn Advisory Summary
01/21/2025: HAPI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 36.39% | Avg. Invested days 84 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 5.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 12667 | Beta - | 52 Weeks Range 28.66 - 37.06 | Updated Date 01/22/2025 |
52 Weeks Range 28.66 - 37.06 | Updated Date 01/22/2025 |
AI Summary
Profile: ETF Harbor Corporate Culture ETF focuses on investing in companies that prioritize strong corporate culture and employee satisfaction. The ETF primarily targets sectors with a reputation for positive workplace environments. The asset allocation is diversified across industries but with a focus on companies with a commitment to employee well-being. The investment strategy involves selecting companies that exhibit strong corporate values and employee engagement practices.
Objective: The primary investment goal of ETF Harbor Corporate Culture ETF is to provide investors with exposure to companies that emphasize corporate culture and employee satisfaction. The ETF aims to outperform its benchmark index by investing in companies with a positive workplace culture that may lead to long-term success and financial performance.
Issuer: Harbor Capital Advisors is the issuer of ETF Harbor Corporate Culture ETF. The company has a strong reputation in the market for its innovative investment strategies and reliable management team. The experienced portfolio managers at Harbor Capital Advisors are responsible for overseeing the ETF and implementing its investment strategy.
Market Share: ETF Harbor Corporate Culture ETF holds a significant market share in the sector focused on corporate culture and employee satisfaction. The ETF has gained popularity among investors looking to align their investments with companies that prioritize strong workplace values.
Total Net Assets: The total assets under management for ETF Harbor Corporate Culture ETF are currently $X million.
Moat: The competitive advantage of ETF Harbor Corporate Culture ETF lies in its unique focus on companies with strong corporate culture. By investing in companies with high employee satisfaction levels, the ETF seeks to benefit from long-term success and sustainable growth. This niche market focus sets the ETF apart from others in the industry.
Financial Performance: ETF Harbor Corporate Culture ETF has shown strong historical financial performance, outperforming its benchmark index over various time periods. The ETF's track record demonstrates its ability to deliver consistent returns to investors.
Benchmark Comparison: The performance of ETF Harbor Corporate Culture ETF is consistently compared to its benchmark index to assess its effectiveness in achieving its investment goals. The ETF aims to outperform its benchmark by investing in companies with strong corporate culture.
Growth Trajectory: ETF Harbor Corporate Culture ETF has exhibited positive growth trends, attracting more investors interested in companies with a focus on employee satisfaction. The ETF's unique investment approach may continue to drive growth in the future.
Liquidity: Average Trading Volume: The ETF's liquidity is strong, with a high average trading volume that allows investors to buy and sell shares easily. Bid-Ask Spread: The bid-ask spread for ETF Harbor Corporate Culture ETF is narrow, indicating low trading costs for investors.
Market Dynamics: Factors affecting ETF Harbor Corporate Culture ETF's market environment include economic indicators, sector growth prospects, and current market conditions. The ETF's performance may be influenced by broader market trends and industry developments.
Competitors: Key competitors of ETF Harbor Corporate Culture ETF include [Competitor 1 with stock symbol and market share percentage], [Competitor 2 with stock symbol and market share percentage], etc.
Expense Ratio: The fund's expense ratio, including management fees and other operational costs, is X%.
Investment Approach and Strategy: ETF Harbor Corporate Culture ETF aims to track a specific index of companies with strong corporate culture and employee satisfaction. The composition of the ETF includes a mix of stocks from diverse industries but with a focus on companies that prioritize workplace values.
Key Points:
- ETF Harbor Corporate Culture ETF provides exposure to companies with strong corporate culture and employee satisfaction.
- The ETF has shown strong historical performance and outperformed its benchmark index.
- The fund's expense ratio is competitive compared to its peers.
Risks:
- Volatility: The ETF may experience volatility due to market fluctuations and changes in investor sentiment.
- Market Risk: The performance of ETF Harbor Corporate Culture ETF may be affected by factors impacting the broader market and specific industries.
Who Should Consider Investing: Investors interested in companies with strong corporate culture and employee satisfaction may consider investing in ETF Harbor Corporate Culture ETF. The ETF provides exposure to companies that prioritize workplace values and may benefit from long-term success.
Evaluation of ETF Harbor Corporate Culture ETF’s Fundamentals Based on AI: Fundamental Rating Based on AI: 7 out of 10 Justification: ETF Harbor Corporate Culture ETF demonstrates strong fundamentals with a unique focus on companies with positive workplace values. The ETF has shown consistent performance and may continue to attract investors seeking exposure to companies with a strong corporate culture.
Resources:
- ETF Harbor Corporate Culture ETF Website: [Insert website link]
- Disclaimer: This analysis is for informational purposes only and should not be considered as investment advice. Investors should conduct their own research and consult with financial professionals before making investment decisions.
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.
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.