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Morningstar

Harbor Long-Term Growers ETF WINN

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

Morningstar’s Analysis WINN

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

  • People Pillar

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

Harbor Long-Term Growers ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WINN

More WINN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.29 42.8 Mil
Technology

Amazon.com Inc

8.42 31.9 Mil
Consumer Cyclical

NVIDIA Corp

8.30 31.4 Mil
Technology

Apple Inc

6.95 26.3 Mil
Technology

Meta Platforms Inc Class A

5.48 20.7 Mil
Communication Services

Eli Lilly and Co

3.72 14.1 Mil
Healthcare

Alphabet Inc Class A

3.30 12.5 Mil
Communication Services

Advanced Micro Devices Inc

3.24 12.3 Mil
Technology

Broadcom Inc

3.14 11.9 Mil
Technology

Netflix Inc

2.87 10.9 Mil
Communication Services