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HAPS
Upturn stock ratingUpturn stock rating

Harbor ETF Trust (HAPS)

Upturn stock ratingUpturn stock rating
$26.65
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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  • WEEK

Upturn Advisory Summary

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

Upturn Star Rating

ratingratingratingratingrating

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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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit -6.13%
Avg. Invested days 34
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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) 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

ai summary icon Upturn AI SWOT

Harbor ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

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 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.

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