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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% 0.06% 23.81M 3838.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.64% 146.0% 2.826M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal market conditions, the Fund invests at least 80% of its net assets, in securities of companies principally engaged in the research, development, production, or distribution of products and services related to the health care industry (health care companies).
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health/Biotechnology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Health/Biotechnology Funds
Fund Owner Firm Name Harbor Funds
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
24.84%
0.57%
28.04%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.71%
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--
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2.29%
14.96%
--
--
--
9.80%
-37.89%
1.14%
-5.32%
28.99%
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--
--
--
--
--
--
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-17.12%
4.60%
-1.66%
12.30%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.40%
Stock 98.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal market conditions, the Fund invests at least 80% of its net assets, in securities of companies principally engaged in the research, development, production, or distribution of products and services related to the health care industry (health care companies).
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Healthcare
Peer Group Health/Biotechnology Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Health/Biotechnology Funds
Fund Owner Firm Name Harbor Funds
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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