Morningstar

Harbor Human Capital Factor US Large Cap ETF HAPI

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis HAPI

Will HAPI outperform in the 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 HAPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HAPI 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 HAPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor Human Capital Factor US LrgCapETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HAPI

More HAPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.76 29M
Technology

Microsoft Corp

5.70 28M
Technology

NVIDIA Corp

5.63 28M
Technology

Amazon.com Inc

5.57 28M
Consumer Cyclical

Meta Platforms Inc Class A

5.06 25M
Communication Services

Alphabet Inc Class A

4.93 25M
Communication Services

Cisco Systems Inc

3.01 15M
Technology

JPMorgan Chase & Co

3.00 15M
Financial Services

Eli Lilly and Co

2.37 12M
Healthcare

Netflix Inc

2.10 10M
Communication Services

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