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Harbor Human Capital Factor Uncons ETF HAPY

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis HAPY

Will HAPY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HAPY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HAPY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HAPY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite People Pillar weakness and an Average Process Pillar, Harbor Human Capital Factor Uncons ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAPY

More HAPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

1.72 212,426
Technology

Pure Storage Inc Class A

1.53 188,622
Technology

Teradyne Inc

1.53 188,545
Technology

Advanced Micro Devices Inc

1.48 182,149
Technology

Arch Capital Group Ltd

1.42 175,174
Financial Services

Alphabet Inc Class A

1.41 174,317
Communication Services

Cadence Design Systems Inc

1.41 173,853
Technology

Microsoft Corp

1.41 173,814
Technology

Texas Instruments Inc

1.40 172,300
Technology

Evercore Inc Class A

1.39 171,547
Financial Services