Morningstar

Harbor Active Small Cap ETF SMLL

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

Morningstar’s Analysis SMLL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor Active Small Cap 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
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Portfolio Holdings SMLL

More SMLL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pool Corp

4.58 577,076
Industrials

Morningstar Inc

4.51 568,271
Financial Services

Wintrust Financial Corp

3.85 484,947
Financial Services

Paylocity Holding Corp

3.73 469,672
Technology

SS&C Technologies Holdings Inc

3.53 445,030
Technology

Douglas Dynamics Inc

3.48 438,885
Consumer Cyclical

United Bankshares Inc

3.38 426,653
Financial Services

Doximity Inc Class A

3.22 405,683
Healthcare

WillScot Holdings Corp Ordinary Shares - Class A

3.11 391,586
Industrials

RLJ Lodging Trust Registered Shs of Benef Interest

2.92 368,061
Real Estate

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