Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.70% 0.04% 14.41M 119.07
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Long-Short Equity
Category Index --
Global Category Name Long/Short Equity
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Harbor
Prospectus Benchmark Index
HFRX Equity Hedge USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Kevin Shea 0.33 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
9.18%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.99%
--
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2.85%
-11.64%
-2.67%
15.41%
14.22%
-8.06%
20.27%
13.14%
32.23%
-11.25%
30.09%
9.48%
--
-3.53%
10.36%
7.23%
23.31%
-14.56%
3.32%
--
As of May 03, 2024.

Asset Allocation

As of April 27, 2024.
Type % Net % Long % Short
Cash 41.52% Upgrade Upgrade
Stock 58.48% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Category Name Long-Short Equity
Category Index --
Global Category Name Long/Short Equity
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Harbor
Prospectus Benchmark Index
HFRX Equity Hedge USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Kevin Shea 0.33 yrs

Top Portfolio Holders

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