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.
Harbor Osmosis International Resource Efficient ETF EFFI
Morningstar’s Analysis EFFI
Will EFFI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Recruit Holdings Co Ltd | 3.75 | 5M | Communication Services |
Keyence Corp | 3.67 | 5M | Technology |
Glencore PLC | 3.58 | 5M | Basic Materials |
Sonova Holding AG | 3.46 | 5M | Healthcare |
Swedish Orphan Biovitrum AB | 3.39 | 5M | Healthcare |
L'Oreal SA | 3.37 | 5M | Consumer Defensive |
Mercedes-Benz Group AG | 3.28 | 5M | Consumer Cyclical |
Toyota Tsusho Corp | 3.24 | 5M | Industrials |
Lundin Gold Inc | 2.81 | 4M | Basic Materials |
Medibank Pvt Ltd | 2.56 | 4M | Financial Services |
United States