Morningstar

Harbor SMID Cap Value ETF EPSV

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

Morningstar’s Analysis EPSV

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

  • People Pillar

    The People Pillar is our evaluation of the EPSV 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 EPSV’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 Value 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EPSV

More EPSV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sanmina Corp

3.27 197,833
Technology

Digi International Inc

2.75 166,507
Technology

Moog Inc Class A

2.73 165,115
Industrials

Flex Ltd

2.67 161,399
Technology

Avnet Inc

2.59 156,437
Technology

Advanced Energy Industries Inc

2.54 153,526
Industrials

Popular Inc

2.48 149,744
Financial Services

Nextpower Inc Class A

2.35 142,126
Technology

Reinsurance Group of America Inc

2.33 140,674
Financial Services

Performance Food Group Co

2.29 138,290
Consumer Defensive

Sponsor Center