Harbor Human Capital Factor Uncons ETF (HAPY)
21.44
+0.20
(+0.93%)
USD |
NYSEARCA |
Apr 23, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.50% | -0.02% | 12.33M | 212.73 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.36% | 81.00% | -496480.7 | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide investment results that correspond, before fees and expenses, to the performance of the Human Capital Factor Unconstrained Index. The fund employs an indexing investment approach designed to track the performance of the index. The fund invests at least 80% of its total assets in securities that are included in the index. The index is designed to deliver exposure to equity securities of U.S. companies that are “corporate culture leaders” based on scores produced by Irrational Capital. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Growth |
Category Index | Russell Mid Cap Growth TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Harbor |
Prospectus Benchmark Index | |
Human Capital Factor Unconstrd TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
James Erceg | 2.10 yrs |
Stephen Cook | 2.10 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide investment results that correspond, before fees and expenses, to the performance of the Human Capital Factor Unconstrained Index. The fund employs an indexing investment approach designed to track the performance of the index. The fund invests at least 80% of its total assets in securities that are included in the index. The index is designed to deliver exposure to equity securities of U.S. companies that are “corporate culture leaders” based on scores produced by Irrational Capital. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Growth |
Category Index | Russell Mid Cap Growth TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Harbor |
Prospectus Benchmark Index | |
Human Capital Factor Unconstrd TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
James Erceg | 2.10 yrs |
Stephen Cook | 2.10 yrs |