Morningstar

Harbor Osmosis International Resource Efficient ETF EFFI

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

Morningstar’s Analysis EFFI

Will EFFI outperform in the 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 EFFI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFFI 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 EFFI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor Osmosis Intl Res Efficient ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EFFI

More EFFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Keyence Corp

3.64 5M
Technology

Recruit Holdings Co Ltd

3.60 5M
Communication Services

OBIC Co Ltd

3.55 5M
Technology

Toyota Tsusho Corp

3.46 5M
Industrials

Glencore PLC

3.43 5M
Basic Materials

Mercedes-Benz Group AG

3.39 5M
Consumer Cyclical

L'Oreal SA

3.39 5M
Consumer Defensive

Sonova Holding AG

3.33 5M
Healthcare

Lundin Gold Inc

3.14 5M
Basic Materials

Swedish Orphan Biovitrum AB

2.90 4M
Healthcare

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