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Harbor Human Capital Factor US Sm CapETF HAPS

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

Morningstar’s Analysis HAPS

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Harbor Human Capital Factor US Sm CapETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAPS

More HAPS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Armstrong World Industries Inc

2.02 2.5 Mil
Industrials

Avnet Inc

2.02 2.5 Mil
Technology

Blueprint Medicines Corp

1.98 2.5 Mil
Healthcare

Phillips Edison & Co Inc

1.96 2.4 Mil
Real Estate

Moog Inc A

1.94 2.4 Mil
Industrials

Cabot Corp

1.86 2.3 Mil
Basic Materials

Apple Hospitality REIT Inc

1.73 2.1 Mil
Real Estate

Kosmos Energy Ltd

1.61 2.0 Mil
Energy

Grand Canyon Education Inc

1.61 2.0 Mil
Consumer Defensive

Liberty Energy Inc Class A

1.51 1.9 Mil
Energy