Morningstar

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 sizable 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 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cabot Corp

2.18 2.9 Mil
Basic Materials

Phillips Edison & Co Inc

2.05 2.7 Mil
Real Estate

Armstrong World Industries Inc

2.02 2.7 Mil
Industrials

Moog Inc A

1.88 2.5 Mil
Industrials

Arcellx Inc

1.72 2.3 Mil
Healthcare

Apple Hospitality REIT Inc

1.72 2.3 Mil
Real Estate

Nuvalent Inc Class A

1.68 2.2 Mil
Healthcare

Avnet Inc

1.63 2.2 Mil
Technology

Rhythm Pharmaceuticals Inc

1.62 2.1 Mil
Healthcare

National Storage Affiliates Trust

1.50 2.0 Mil
Real Estate

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