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EBIT - ETF AI Analysis
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Harbor AlphaEdge Small Cap Earners ETF (EBIT)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Sector Diversification
The ETF is spread across multiple sectors, including Financials, Consumer Cyclical, and Industrials, reducing reliance on any single industry.
Low Expense Ratio
The fund charges a competitive expense ratio, making it cost-effective compared to many other ETFs.
Healthy Year-to-Date Performance
The ETF has delivered positive year-to-date returns, indicating steady growth over the year.
Negative Factors
Overwhelming U.S. Exposure
The ETF is heavily concentrated in U.S. companies, offering minimal geographic diversification.
Mixed Performance in Top Holdings
Some top holdings, such as Navient and KB Home, have underperformed year-to-date, potentially dragging on overall returns.
Small Asset Base
The fund has relatively low assets under management, which may limit liquidity and scalability.
EBIT vs. SPDR S&P 500 ETF (SPY)
AUM9.68M
RegionNorth America
Expense Ratio0.29%
Beta0.99
IssuerHarbor
Inception DateJul 10, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedHarbor AlphaEdge Small Cap Earners Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume522
30 Day Avg. Volume729
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering773
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EBIT Summary
The Harbor AlphaEdge Small Cap Earners ETF (Ticker: EBIT) focuses on small-cap companies in the U.S. that show strong earnings growth. Small-cap companies are typically smaller, more agile businesses that can drive innovation and expansion. This ETF includes firms like Navient and Jackson Financial, and it spans various industries such as financials, consumer cyclical, and technology. Investors might consider this ETF for its potential to deliver high growth and diversify their portfolio with smaller, dynamic companies. However, it’s important to note that small-cap stocks can be more volatile, meaning their prices can rise and fall quickly depending on market conditions.
How much will it cost me?The Harbor AlphaEdge Small Cap Earners ETF (Ticker: EBIT) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This cost is slightly higher than average because the fund is actively managed, focusing on small-cap companies with strong earnings growth potential.
What would affect this ETF?The Harbor AlphaEdge Small Cap Earners ETF (EBIT) could benefit from economic growth and innovation in the U.S., as small-cap companies often thrive during periods of expansion and are known for their agility in adapting to market changes. However, rising interest rates or economic slowdowns may negatively impact small-cap firms, particularly those in sectors like financials and consumer cyclical, which are heavily represented in this ETF. Regulatory changes or shifts in energy and technology policies could also influence the performance of its top holdings and sector exposure.
EBIT Top 10 Holdings
The Harbor AlphaEdge Small Cap Earners ETF is leaning heavily on the energy and financial sectors, with names like PBF Energy and Murphy Oil driving recent gains thanks to strong operational performance and positive momentum. Pagseguro Digital is also a bright spot, benefiting from solid revenue growth and profitability. On the flip side, Navient and Jackson Financial are lagging, weighed down by financial challenges and mixed technical trends. With its U.S.-focused small-cap strategy, the fund is a dynamic play on emerging growth, though its sector concentration could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Navient | 1.60% | $155.06K | $1.27B | -10.18% | 55 Neutral | |
| Jackson Financial Incorporation | 1.36% | $131.78K | $7.25B | 14.86% | 73 Outperform | |
| Lumen Technologies | 1.05% | $101.87K | $8.31B | 34.56% | 55 Neutral | |
| PBF Energy | 0.88% | $84.82K | $3.09B | -4.58% | 55 Neutral | |
| Taylor Morrison | 0.77% | $74.18K | $5.97B | -4.23% | 76 Outperform | |
| Peabody Energy Comm | 0.76% | $73.81K | $3.38B | 30.93% | 57 Neutral | |
| Murphy Oil | 0.69% | $66.89K | $4.46B | 6.66% | 68 Neutral | |
| PennyMac Financial | 0.68% | $65.76K | $6.78B | 25.80% | 69 Neutral | |
| Essent Group | 0.64% | $61.78K | $6.30B | 19.24% | 73 Outperform | |
| KB Home | 0.63% | $61.36K | $4.14B | -9.27% | 76 Outperform |
EBIT Technical Analysis
Positive
―
Price Trends
33.68
Positive
33.53
Positive
31.85
Positive
Market Momentum
0.49
Negative
59.58
Neutral
62.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EBIT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 34.14, equal to the 50-day MA of 33.68, and equal to the 200-day MA of 31.85, indicating a bullish trend. The MACD of 0.49 indicates Negative momentum. The RSI at 59.58 is Neutral, neither overbought nor oversold. The STOCH value of 62.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EBIT.
EBIT Peer Comparison
Comparison Results
Performance Comparison
EBIT
Harbor AlphaEdge Small Cap Earners ETF
34.95
3.03
9.49%
ITWO
ProShares Russell 2000 High Income ETF
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―
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FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
―
―
―
STXK
Strive 2000 ETF
―
―
―
AFSM
First Trust Active Factor Small Cap ETF
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―
―
FSCC
Federated Hermes MDT Small Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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