Harbor Corporate Culture Etf Profile

HAPY Etf  USD 25.18  0.21  0.84%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Harbor Corporate is trading at 25.18 as of the 24th of November 2024; that is 0.84 percent increase since the beginning of the trading day. The etf's open price was 24.97. 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 5th of December 2022 and ending today, the 24th 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

  0.99VOT Vanguard Mid CapPairCorr
  0.98IWP iShares Russell MidPairCorr
  0.92ARKK ARK Innovation ETFPairCorr
  0.97IJK iShares SP MidPairCorr
  0.96JKH iShares Morningstar MidPairCorr
  0.98KOMP SPDR Kensho NewPairCorr

Moving against Harbor Etf

  0.9BITI ProShares TrustPairCorr
  0.58GREI Goldman Sachs FuturePairCorr

Harbor Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationTheme ETFs, Strategy ETFs, Mid-Cap Growth, Harbor (View all Sectors)
IssuerHarbor Capital Advisors
Inception Date2022-02-22
BenchmarkHuman Capital Factor Unconstrained Index
Entity TypeRegulated Investment Company
Asset Under Management14.35 Million
Asset TypeEquity
CategoryStrategy
FocusTheme
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorHarbor Capital Advisors, Inc.
AdvisorHarbor Capital Advisors, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerStephen Cook, James Erceg
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents76.0
Market MakerGTS
Total Expense0.5
Management Fee0.5
Country NameUSA
Returns Y T D17.92
NameHarbor Corporate Culture Leaders ETF
Currency CodeUSD
Open FigiBBG014VVSD26
1y Volatility17.18
200 Day M A22.5095
50 Day M A23.9457
CodeHAPY
Updated At23rd of November 2024
Currency NameUS Dollar
TypeETF
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 Theme ETFs. Harbor Corporate Culture currently have 6.48 M in assets under management (AUM). , while the total return for the last year was 30.7%.
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

FDSFactSet Research SystemsStockFinancials
LULULululemon AthleticaStockConsumer Discretionary
ADSKAutodeskStockInformation Technology
PSTGPure StorageStockInformation Technology
SYFSynchrony FinancialStockFinancials
DLBDolby LaboratoriesStockInformation Technology
CPTCamden Property TrustStockReal Estate
INTCIntelStockInformation Technology
More Details

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.

Harbor Corporate Against Markets

When determining whether Harbor Corporate Culture offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Harbor Corporate's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Harbor Corporate Culture Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Harbor Corporate Culture Etf:
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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
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.