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Morningstar

Harbor Corporate Culture Leaders 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Despite Harbor Corporate Culture Leaders ETF’s middling Process Pillar rating, strength in the Parent Pillar helps this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 75
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.86
189,921
Communication Services

Monday Com

1.75
178,729
—

NVIDIA Corp

1.75
178,170
Technology

Globant SA

1.72
175,172
Technology

Atlassian Corp A

1.67
170,879
Technology

Adobe Inc

1.61
164,299
Technology

GitLab Inc Class A

1.59
162,269
Technology

ZoomInfo Technologies Inc

1.59
162,248
Technology

ServiceNow Inc

1.51
153,658
Technology

Netflix Inc

1.49
152,383
Communication Services