Harbor International Compounders ETF (OSEA)
27.68
-0.22
(-0.79%)
USD |
NYSEARCA |
Jun 26, 13:42
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.55% | 0.39% | 175.08M | 78862.90 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.61% | 17.00% | 140.40M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term growth of capital. The fund invests primarily in common stock of non-U.S. companies, including those located in emerging market countries. A company is considered a “compounder” if, in the Subadvisor’s view, it is expected to experience sustainable growth and compound its earnings over the long-term investment horizon (generally defined as five years or more). It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | International Equity |
Broad Category | Equity |
Category Name | Foreign Large Growth |
Category Index | MSCI ACWI Ex USA Growth NR USD |
Global Category Name | Global Equity Large Cap |
YCharts Categorization | Global Equity |
YCharts Benchmark | MSCI ACWI Ex USA Total Return (^MSACXUSTR) |
Prospectus Objective | Foreign Stock |
Fund Owner Firm Name | Harbor |
Prospectus Benchmark Index | |
MSCI ACWI Ex USA NR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSACXUSNTR | 100.0% |
Manager Tenure | |
Bengt Seger | 1.74 yrs |
Bo Knudsen | 1.74 yrs |
Mattias Kolm | 1.74 yrs |
Peter O'Reilly | 1.74 yrs |
Performance Versus Category
As of June 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 25, 2024.
Basic Info
Investment Strategy | |
The investment seeks long-term growth of capital. The fund invests primarily in common stock of non-U.S. companies, including those located in emerging market countries. A company is considered a “compounder” if, in the Subadvisor’s view, it is expected to experience sustainable growth and compound its earnings over the long-term investment horizon (generally defined as five years or more). It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | International Equity |
Broad Category | Equity |
Category Name | Foreign Large Growth |
Category Index | MSCI ACWI Ex USA Growth NR USD |
Global Category Name | Global Equity Large Cap |
YCharts Categorization | Global Equity |
YCharts Benchmark | MSCI ACWI Ex USA Total Return (^MSACXUSTR) |
Prospectus Objective | Foreign Stock |
Fund Owner Firm Name | Harbor |
Prospectus Benchmark Index | |
MSCI ACWI Ex USA NR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSACXUSNTR | 100.0% |
Manager Tenure | |
Bengt Seger | 1.74 yrs |
Bo Knudsen | 1.74 yrs |
Mattias Kolm | 1.74 yrs |
Peter O'Reilly | 1.74 yrs |