Harbor Etf Trust Etf Profile
| EFFE Etf | USD 20.52 0.04 0.19% |
PerformanceInsignificant
| Odds Of DistressLow
|
Harbor ETF is trading at 20.52 as of the 13th of March 2025, a 0.19 percent down since the beginning of the trading day. The etf's lowest day price was 20.47. Harbor ETF has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 13th of December 2024 and ending today, the 13th of March 2025. Click here to learn more.
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the JPMorgan ETF Efficiente 10 TR Series X Index. Global X is traded on Archipelago Exchange in USA. More on Harbor ETF Trust
Moving against Harbor Etf
Harbor Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Large & Mid Caps ETFs, Size And Style ETFs, World Allocation, Global X Funds (View all Sectors) |
| Issuer | Harbor Capital Advisors |
| Inception Date | 2024-12-18 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 108.28 Million |
| Average Trading Valume | 41.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large & Mid Caps |
| Market Concentration | Emerging Markets |
| Region | Global |
| Administrator | Harbor Capital Advisors, Inc. |
| Advisor | Harbor Capital Advisors, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Robbie Parker, Alex Stephen |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 95.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.78 |
| Management Fee | 0.69 |
| Country Name | USA |
| Returns Y T D | 4.82 |
| Name | Harbor ETF Trust |
| Currency Code | USD |
| Open Figi | BBG01R50YX67 |
| In Threey Volatility | 9.14 |
| In Threey Exp Return | 7.09 |
| 200 Day M A | 20.1487 |
| 50 Day M A | 20.1853 |
| Code | EFFE |
| Updated At | 7th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.7 |
Harbor ETF Trust [EFFE] is traded in USA and was established 2014-10-22. The fund is listed under World Allocation category and is part of Global X Funds family. The entity is thematically classified as Large & Mid Caps ETFs. Harbor ETF Trust currently have 5.15 M in assets under management (AUM). , while the total return for the last 3 years was 4.0%.
Check Harbor ETF Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor ETF Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Harbor ETF Trust Currency Exposure
Harbor ETF Trust holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Harbor ETF will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Harbor ETF Trust.
Top Harbor ETF Trust Etf Constituents
| IAU | iShares Gold Trust | Etf | Commodities Focused | |
| TLT | iShares 20 Year | Etf | Long Government | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| SHY | iShares 1 3 Year | Etf | Short Government | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Harbor ETF Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Harbor ETF. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0455 | |||
| Jensen Alpha | 0.1004 | |||
| Total Risk Alpha | 0.2618 | |||
| Sortino Ratio | 0.1355 |
Harbor ETF Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Harbor ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Stocks Directory module to find actively traded stocks across global markets.
The market value of Harbor ETF Trust is measured differently than its book value, which is the value of Harbor that is recorded on the company's balance sheet. Investors also form their own opinion of Harbor ETF's value that differs from its market value or its book value, called intrinsic value, which is Harbor ETF's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Harbor ETF's market value can be influenced by many factors that don't directly affect Harbor ETF's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Harbor ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if Harbor ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor ETF's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.