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Morningstar

Harbor Human Capital Factor Uncons ETF HAPY

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

Morningstar’s Analysis HAPY

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

  • People Pillar

    The People Pillar is our evaluation of the HAPY 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 HAPY’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 Uncons ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAPY

More HAPY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Evercore Inc Class A

1.64 211,811
Financial Services

NVIDIA Corp

1.61 207,718
Technology

Guidewire Software Inc

1.59 205,043
Technology

SouthState Corp

1.57 202,655
Financial Services

Apple Inc

1.52 195,958
Technology

Smartsheet Inc Class A

1.51 194,741
Technology

Pinnacle Financial Partners Inc

1.50 194,425
Financial Services

National Storage Affiliates Trust

1.50 194,261
Real Estate

ServiceNow Inc

1.50 193,937
Technology

Autodesk Inc

1.46 189,424
Technology