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Harbor ETF Trust (HAPS)



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Upturn Advisory Summary
04/01/2025: HAPS (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -6.13% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 575 | Beta - | 52 Weeks Range 25.69 - 32.15 | Updated Date 04/1/2025 |
52 Weeks Range 25.69 - 32.15 | Updated Date 04/1/2025 |
Upturn AI SWOT
Harbor ETF Trust
ETF Overview
Overview
The Harbor ETF Trust is a suite of ETFs offering diverse investment strategies and asset class exposures. It focuses on providing investors with targeted investment solutions across various sectors and markets. The Trustu2019s strategies are designed to provide specific outcomes, leveraging active and passive management approaches.
Reputation and Reliability
Harbor Capital Advisors has a solid reputation for its investment expertise and commitment to delivering innovative investment solutions. They have a long track record of managing investment portfolios for a variety of clients.
Management Expertise
The management team consists of experienced investment professionals with expertise in various asset classes and investment strategies. They have a proven track record of managing investment portfolios and delivering competitive returns.
Investment Objective
Goal
The investment goal varies depending on the specific Harbor ETF within the Trust, generally aimed at capital appreciation, income generation, or downside protection.
Investment Approach and Strategy
Strategy: Strategies vary depending on the individual ETF within the Trust. Some track specific indexes, while others employ active management or thematic investment approaches.
Composition The ETF's composition depends on its specific investment objective, and holdings may include stocks, bonds, or a mix of asset classes, depending on the individual fund within the Trust.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Harbor ETF Trust. Some are newer and have a smaller market share.
Total Net Assets (AUM): Data unavailable due to the broad nature of the 'Harbor ETF Trust'; AUM differs for each individual ETF within the Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is vast, with many established and emerging ETF providers. Harbor ETFs compete with established providers through innovative products, investment strategies, and competitive pricing. The advantage is specialized approaches; disadvantage is potentially lower brand recognition than larger firms.
Financial Performance
Historical Performance: Historical performance data depends on the specific Harbor ETF within the Trust. Data unavailable.
Benchmark Comparison: Benchmark comparison depends on the specific Harbor ETF within the Trust. Data unavailable.
Expense Ratio: Expense ratios vary depending on the specific Harbor ETF within the Trust. Data unavailable.
Liquidity
Average Trading Volume
Average trading volume varies for each individual ETF within the Harbor ETF Trust.
Bid-Ask Spread
Bid-ask spread varies for each individual ETF within the Harbor ETF Trust, and it is impacted by the trading volume.
Market Dynamics
Market Environment Factors
Market conditions, economic indicators, and sector-specific trends impact Harbor ETFs. Specific impacts vary by ETF strategy.
Growth Trajectory
Growth trends vary significantly depending on the specific ETF within the Trust. New product offerings and asset gathering affect AUM.
Moat and Competitive Advantages
Competitive Edge
Harbor ETF Trust aims to offer differentiated investment strategies which can attract investors looking for specific exposures. By offering unique investment solutions that are not widely available, Harbor carves out a niche in the crowded ETF market. Active management within specific sectors can provide a competitive edge through market timing and stock selection. Innovative ETF products and potentially lower fees can drive AUM growth and differentiate Harbor from its larger peers.
Risk Analysis
Volatility
Volatility depends on the specific Harbor ETF within the Trust and its underlying assets.
Market Risk
Market risk depends on the specific Harbor ETF within the Trust and its underlying assets. Sector-specific ETFs are more susceptible to related events.
Investor Profile
Ideal Investor Profile
The ideal investor depends on the specific Harbor ETF. It is suitable for sophisticated investors seeking specific asset class exposure.
Market Risk
Suitability depends on the specific Harbor ETF. It could be suited for active traders, passive index followers or long-term investors based on the strategy employed within the fund.
Summary
Harbor ETF Trust provides diverse investment solutions catering to various risk preferences. It offers exposure to diverse assets using active and passive strategies. The Trust competes in a crowded market with established ETF providers. Financial performance and risk profile varies significantly by each ETF product. It provides an opportunity to invest in niche segments of the market that may not be accessible through traditional investments.
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Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and due diligence.
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 consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC 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.