Harbor Long Term Growers Etf Profile
| WINN Etf | USD 26.92 0.21 0.77% |
Performance10 of 100
| Odds Of DistressLess than 30
|
Harbor Long is selling at 26.92 as of the 28th of November 2024; that is 0.77 percent decrease since the beginning of the trading day. The etf's open price was 27.13. Harbor Long has about a 30 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Harbor Long Term Growers are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies that the sub-adviser believes to have above-average prospects for long-term growth. Harbor Long-Term is traded on NYSEARCA Exchange in the United States. The company has 55.65 M outstanding shares of which 7.86 M shares are at this time shorted by private and institutional investors with about 11.0 trading days to cover. More on Harbor Long Term Growers
Moving together with Harbor Etf
Harbor Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Size And Style ETFs, Large Growth, Harbor, Retail (View all Sectors) |
| Issuer | Harbor Capital Advisors |
| Inception Date | 2022-02-03 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 644.16 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | Harbor Capital Advisors, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Blair Boyer, Natasha Kuhlkin, Kathleen McCarragher, Jason McManus |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | New York Stock Exchange |
| Number of Constituents | 69.0 |
| Total Expense | 0.57 |
| Management Fee | 0.57 |
| Country Name | USA |
| Returns Y T D | 31.25 |
| Name | Harbor Long-Term Growers ETF |
| Currency Code | USD |
| Open Figi | BBG014VVP7X8 |
| 1y Volatility | 16.85 |
| 200 Day M A | 24.5264 |
| 50 Day M A | 26.1115 |
| Code | WINN |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Harbor Long Term Growers [WINN] is traded in USA and was established 2022-02-02. The fund is listed under Large Growth category and is part of Harbor family. The entity is thematically classified as Broad Equity ETFs. Harbor Long Term at this time have 64.79 M in net assets. , while the total return for the last year was 37.2%.
Harbor Long Term Growers currently holds about 207.76 M in cash with 144.4 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 2.29.
Check Harbor Long 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 Long Term Growers 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 Long Term Growers Etf Constituents
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| MCO | Moodys | Stock | Financials | |
| AVGO | Broadcom | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UBER | Uber Technologies | Stock | Industrials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| BMY | Bristol Myers Squibb | Stock | Health Care |
Harbor Long Term 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 Long. 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 | 0.0922 | |||
| Jensen Alpha | 0.0078 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0) |
Harbor Long Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Harbor Long Term Growers. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
The market value of Harbor Long Term 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 Long's value that differs from its market value or its book value, called intrinsic value, which is Harbor Long'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 Long's market value can be influenced by many factors that don't directly affect Harbor Long'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 Long's value and its price as these two are different measures arrived at by different means. Investors typically determine if Harbor Long is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Harbor Long'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.