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 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 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.

A manager departure doesn’t dent this strategy’s appeal.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Harbor Long-Term Growers ETF retains its Above Average People and Process ratings. Subadvisor Jennison’s longtime manager Kathleen McCarragher’s retirement marks a notable change, but an experienced management team, deep research bench, and proven investment framework should keep this strategy on solid footing.

by Natalia Arrigoni
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WINN

More WINN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.72 143M
Technology

Alphabet Inc Class A

7.98 98M
Communication Services

Apple Inc

7.51 92M
Technology

Microsoft Corp

6.22 76M
Technology

Broadcom Inc

5.28 65M
Technology

Amazon.com Inc

4.80 59M
Consumer Cyclical

Meta Platforms Inc Class A

3.92 48M
Communication Services

Eli Lilly and Co

3.67 45M
Healthcare

Advanced Micro Devices Inc

3.58 44M
Technology

Mastercard Inc Class A

2.68 33M
Financial Services

Sponsor Center