Morningstar

Harbor Long-Short Equity ETF LSEQ

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

Morningstar’s Analysis LSEQ

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor Long-Short Equity 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

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Portfolio Holdings LSEQ

More LSEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

39.49 7M
Cash and Equivalents

ADT Inc

2.75 479,619
Industrials

Chewy Inc

2.70 470,761
Consumer Cyclical

Doximity Inc Class A

2.61 455,522
Healthcare

UiPath Inc Class A

2.55 445,271
Technology

Gen Digital Inc

2.45 426,689
Technology

Avino Silver & Gold Mines Ltd

2.39 415,753
Basic Materials

Valero Energy Corp

2.38 415,623
Energy

Newmont Corp

2.35 409,655
Basic Materials

Freeport-McMoRan Inc

2.30 401,750
Basic Materials

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