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Harbor Human Capital Factor US LrgCapETF HAPI

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

Morningstar’s Analysis HAPI

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

  • People Pillar

    The People Pillar is our evaluation of the HAPI 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 HAPI’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 US LrgCapETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAPI

More HAPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.84 18.3 Mil
Technology

Amazon.com Inc

5.29 16.6 Mil
Consumer Cyclical

Microsoft Corp

5.00 15.7 Mil
Technology

Apple Inc

4.54 14.2 Mil
Technology

Eli Lilly and Co

3.45 10.8 Mil
Healthcare

JPMorgan Chase & Co

3.43 10.8 Mil
Financial Services

Meta Platforms Inc Class A

3.38 10.6 Mil
Communication Services

Alphabet Inc Class A

3.28 10.3 Mil
Communication Services

Alphabet Inc Class C

2.89 9.1 Mil
Communication Services

Mastercard Inc Class A

2.61 8.2 Mil
Financial Services