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.
Harbor Active Small Cap ETF SMLL
Morningstar’s Analysis SMLL
Will SMLL outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Reliance Inc | 5.55 | 749,135 | Basic Materials |
WillScot Holdings Corp Ordinary Shares - Class A | 4.91 | 662,180 | Industrials |
Pool Corp | 4.83 | 651,885 | Industrials |
Wintrust Financial Corp | 4.10 | 553,747 | Financial Services |
Douglas Dynamics Inc | 3.94 | 531,690 | Consumer Cyclical |
Morningstar Inc | 3.85 | 520,053 | Financial Services |
Liberty Energy Inc Class A | 3.28 | 442,606 | Energy |
United Bankshares Inc | 3.19 | 430,571 | Financial Services |
Freshworks Inc Ordinary Shares Class A | 3.01 | 406,182 | Technology |
Janus International Group Inc Ordinary Shares - Class A | 2.96 | 399,217 | Industrials |
United States