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Harbor Disruptive Innovation ETF INNO

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

Morningstar’s Analysis INNO

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

  • People Pillar

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

Weakness in Harbor Disruptive Innovation ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 INNO

More INNO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

4.29 1.3 Mil
Technology

ServiceNow Inc

3.90 1.2 Mil
Technology

NVIDIA Corp

3.76 1.2 Mil
Technology

Alphabet Inc Class C

3.62 1.1 Mil
Communication Services

Us Dollar

3.50 1.1 Mil
Cash and Equivalents

Progressive Corp

3.09 952,997
Financial Services

Danaher Corp

3.07 946,665
Healthcare

Texas Instruments Inc

2.96 911,819
Technology

United Rentals Inc

2.81 866,645
Industrials

Linde PLC

2.78 856,820
Basic Materials