Harbor Corporate Culture Etf Profile
| HAPY Etf | USD 25.36 0.05 0.20% |
Performance13 of 100
| Odds Of DistressLess than 9
|
Harbor Corporate is trading at 25.36 as of the 28th of November 2024; that is 0.2 percent decrease since the beginning of the trading day. The etf's open price was 25.41. Harbor Corporate has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Harbor Corporate Culture are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the index. Harbor ETF is traded on NYSEARCA Exchange in the United States. More on Harbor Corporate Culture
Moving together with Harbor Etf
Harbor Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Mid-Cap Growth, Harbor (View all Sectors) |
| Issuer | Harbor Capital Advisors |
| Inception Date | 2022-02-22 |
| Benchmark | Human Capital Factor Unconstrained Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 14.62 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Harbor Capital Advisors, Inc. |
| Advisor | Harbor Capital Advisors, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Stephen Cook, James Erceg |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 76.0 |
| Market Maker | GTS |
| Total Expense | 0.5 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 19.86 |
| Name | Harbor Corporate Culture Leaders ETF |
| Currency Code | USD |
| Open Figi | BBG014VVSD26 |
| 1y Volatility | 17.18 |
| 200 Day M A | 22.5426 |
| 50 Day M A | 24.0344 |
| Code | HAPY |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Harbor Corporate Culture [HAPY] is traded in USA and was established 2022-02-23. The fund is listed under Mid-Cap Growth category and is part of Harbor family. The entity is thematically classified as Strategy ETFs. Harbor Corporate Culture currently have 6.48 M in assets under management (AUM). , while the total return for the last year was 32.4%.
Check Harbor Corporate 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 Corporate Culture 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.
Top Harbor Corporate Culture Etf Constituents
| FDS | FactSet Research Systems | Stock | Financials | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| ADSK | Autodesk | Stock | Information Technology | |
| PSTG | Pure Storage | Stock | Information Technology | |
| SYF | Synchrony Financial | Stock | Financials | |
| DLB | Dolby Laboratories | Stock | Information Technology | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| INTC | Intel | Stock | Information Technology |
Harbor Corporate Culture 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 Corporate. 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 | 0.1358 | |||
| Jensen Alpha | 0.0153 | |||
| Total Risk Alpha | 0.0061 | |||
| Sortino Ratio | 0.0265 |
Harbor Corporate Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Harbor Corporate Culture. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of Harbor Corporate Culture 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 Corporate's value that differs from its market value or its book value, called intrinsic value, which is Harbor Corporate'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 Corporate's market value can be influenced by many factors that don't directly affect Harbor Corporate'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 Corporate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Harbor Corporate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor Corporate'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.