Harbor Human Capital Factor US LrgCapETF (HAPI)
31.49
+0.14
(+0.46%)
USD |
NYSEARCA |
May 09, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.35% | -0.02% | 324.23M | 11073.30 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.90% | 22.00% | 12.00M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide investment results that correspond, before fees and expenses, to the performance of the CIBC Human Capital Index. The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC (“Irrational Capital”) as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Harbor |
Prospectus Benchmark Index | |
CIBC Human Capital PR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
James Erceg | 1.55 yrs |
Stephen Cook | 1.55 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide investment results that correspond, before fees and expenses, to the performance of the CIBC Human Capital Index. The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.S. companies identified by Irrational Capital LLC (“Irrational Capital”) as those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Harbor |
Prospectus Benchmark Index | |
CIBC Human Capital PR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
James Erceg | 1.55 yrs |
Stephen Cook | 1.55 yrs |