Morningstar

Harbor SMID Cap Core ETF EPSB

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

Morningstar’s Analysis EPSB

Will EPSB 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 EPSB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor SMID Cap Core 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 EPSB

More EPSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moog Inc Class A

3.07 145,699
Industrials

Woodward Inc

2.83 134,333
Industrials

Ryder System Inc

2.74 130,183
Industrials

Charles River Laboratories International Inc

2.71 128,671
Healthcare

Reinsurance Group of America Inc

2.66 126,382
Financial Services

Archrock Inc

2.66 126,249
Energy

Teledyne Technologies Inc

2.42 114,802
Technology

Arrow Electronics Inc

2.36 112,088
Technology

FormFactor Inc

2.35 111,589
Technology

BorgWarner Inc

2.31 109,550
Consumer Cyclical

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