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SMLL
Upturn stock ratingUpturn stock rating

Harbor ETF Trust (SMLL)

Upturn stock ratingUpturn stock rating
$22.86
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • 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

01/21/2025: SMLL (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 -0.18%
Avg. Invested days 23
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 01/21/2025

Key Highlights

Volume (30-day avg) 4821
Beta -
52 Weeks Range 18.91 - 23.10
Updated Date 01/21/2025
52 Weeks Range 18.91 - 23.10
Updated Date 01/21/2025

AI Summary

US ETF Harbor ETF Trust Overview

Profile:

Harbor ETF Trust is a series of ETFs aiming to track specific indices or asset classes. Each ETF within the Trust focuses on different sectors or asset allocations. The investment strategy varies depending on the chosen ETF.

Objective:

The primary investment goal of Harbor ETF Trust is to provide investors with access to diversified investment opportunities across various sectors and asset classes.

Issuer:

Harbor Capital Advisors, Inc. serves as the issuer of Harbor ETF Trust.

  • Reputation and Reliability: Harbor Capital Advisors, Inc. has a strong reputation in the financial industry with over 30 years of experience.
  • Management: The management team consists of experienced professionals with expertise in investment management and ETF structuring.

Market Share:

Harbor ETF Trust has a moderate market share in the ETF industry. The exact market share depends on the specific ETF within the Trust.

Total Net Assets: The total net assets under management for Harbor ETF Trust are not readily available. Information on individual ETF assets can be found on their respective pages.

Moat:

The competitive advantage for Harbor ETF Trust lies in offering a diverse range of ETFs with specific focuses, catering to different investor needs. Additionally, their low expense ratios and experienced management team contribute to their appeal.

Financial Performance:

The financial performance of Harbor ETFs varies depending on the specific ETF and its underlying assets. Historical performance data can be found on individual ETF websites.

Benchmark Comparison:

Comparing the ETF's performance against its benchmark index provides insights into its effectiveness. This information can be found on individual ETF websites.

Growth Trajectory:

The growth trajectory of Harbor ETF Trust is difficult to assess due to the diverse range of ETFs within the Trust. Analyzing individual ETFs' growth potential requires researching market trends for their respective sectors or asset classes.

Liquidity:

  • Average Trading Volume: Information on average trading volume for each individual ETF within the Harbor ETF Trust can be found on their respective pages.
  • Bid-Ask Spread: The bid-ask spread for each ETF can also be found on their individual pages, providing insights into trading costs.

Market Dynamics:

Economic indicators, sector growth prospects, and current market conditions all influence the performance of individual Harbor ETFs. Analyzing these factors for each specific ETF is crucial for understanding its market environment.

Competitors:

iShares, Vanguard, and State Street Global Advisors are some of the key competitors in the ETF industry. Each competitor offers diverse ETF options, requiring individual analysis for accurate market share comparison.

Expense Ratio:

The expense ratio for each ETF within the Harbor ETF Trust varies. This information is available on their respective websites.

Investment approach and strategy:

The investment strategy of each ETF within the Harbor ETF Trust varies. Some ETFs track specific indices, while others focus on sectors or commodities. The composition of assets also varies depending on the chosen ETF.

Key Points:

  • Diversification across various sectors and asset classes.
  • Experienced management team.
  • Low expense ratios.
  • Variety of ETF options to cater to different investor needs.

Risks:

  • Market volatility.
  • Specific risks associated with underlying assets of each ETF.

Who should consider investing:

Investors seeking diversified exposure to different sectors or asset classes and seeking low expense ratios may find Harbor ETF Trust appealing.

Fundamental Rating Based on AI

Rating: 7.5 out of 10

Justification:

Harbor ETF Trust's diverse range of ETFs, experienced management team, and low expense ratios are strong positive factors. However, the lack of readily available information on total net assets and individual ETF performance data limits a more comprehensive assessment. Additionally, competition in the ETF industry is fierce, requiring careful evaluation of individual ETFs against competitor offerings.

Resources and Disclaimers

Resources:

Disclaimer:

This information should not be considered financial advice.

It is essential to conduct thorough research and consult with financial professionals before making investment decisions.

Information may be outdated or incomplete, and market conditions are subject to change.

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 primarily in equity securities, principally common and preferred stocks, of U.S. small cap companies. Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The managers define small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. The fund is non-diversified.

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