EBIT - ETF AI Analysis
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Harbor AlphaEdge Small Cap Earners ETF (EBIT)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum in its strategy.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, consumer cyclical, industrials, energy, and technology, which helps reduce reliance on any single industry.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for an actively managed small-cap strategy, helping investors keep more of their returns compared with higher-cost funds.
Negative Factors
Single-Country Concentration
Almost all assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Small Fund Size
The ETF has a relatively low level of assets under management, which can sometimes lead to wider trading spreads and a higher risk of the fund being closed in the future.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, at least one notable holding has shown weak results this year, which can drag on overall returns.
EBIT vs. SPDR S&P 500 ETF (SPY)
AUM11.83M
RegionNorth America
Expense Ratio0.29%
Beta0.88
IssuerHarbor
Inception DateJul 10, 2024
Dividend Yield1.71%
Asset ClassEquity
Index TrackedHarbor AlphaEdge Small Cap Earners Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume693
30 Day Avg. Volume931
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
44.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering645
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EBIT Summary
The Harbor AlphaEdge Small Cap Earners ETF (EBIT) tracks the Harbor AlphaEdge Small Cap Earners Index, focusing on smaller U.S. companies with solid earnings. It spreads investments across many sectors like financials, industrials, energy, and technology, and holds names such as Navient and SM Energy. Someone might consider this ETF if they want growth potential from smaller, often overlooked companies and added diversification beyond large, well-known stocks. However, small-cap stocks can be more volatile than larger companies, so the value of this ETF can go up and down more sharply with the market.
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
EBIT leans heavily into U.S. small-cap financials and cyclicals, and a few key names are steering the ship. Bread Financial and StoneX are rising and helping drive returns, while homebuilders Taylor Morrison and Meritage add steady strength as housing demand stays resilient. On the flip side, Navient has been lagging, and energy names like SM Energy and PBF Energy show more mixed, stop-and-go momentum, occasionally dragging on performance. Overall, the fund is a North America–focused small-cap play, with financials and economically sensitive sectors doing most of the talking.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| John Wiley Sons Cl A | 1.33% | $158.59K | $2.68B | 22.57% | 69 Neutral | |
| StoneX Group | 1.28% | $152.85K | $9.55B | 89.91% | 58 Neutral | |
| Navient | 1.25% | $148.11K | $809.25M | -46.11% | 55 Neutral | |
| Diebold Nixdorf Inc | 0.83% | $98.55K | $2.88B | 41.87% | 58 Neutral | |
| PBF Energy | 0.74% | $87.98K | $5.66B | 93.02% | 55 Neutral | |
| SM Energy | 0.69% | $82.40K | $6.44B | 3.98% | 72 Outperform | |
| Taylor Morrison | 0.67% | $79.90K | $6.61B | 14.79% | 78 Outperform | |
| Bread Financial Holdings | 0.61% | $72.05K | $4.13B | 72.64% | 72 Outperform | |
| Meritage | 0.60% | $71.67K | $5.46B | 12.69% | 69 Neutral | |
| CNX Resources | 0.60% | $71.13K | $4.79B | 2.59% | 64 Neutral |
EBIT Technical Analysis
Positive
―
Price Trends
38.34
Positive
37.15
Positive
35.52
Positive
Market Momentum
0.41
Positive
50.93
Neutral
21.96
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 39.34, equal to the 50-day MA of 38.34, and equal to the 200-day MA of 35.52, indicating a neutral trend. The MACD of 0.41 indicates Positive momentum. The RSI at 50.93 is Neutral, neither overbought nor oversold. The STOCH value of 21.96 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
39.10
6.69
20.64%
AIMS
Acuitas Small Cap Active ETF
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―
―
BKSE
BNY Mellon US Small Cap Core Equity ETF
―
―
―
STXK
Strive 2000 ETF
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―
―
RUSC
US Small Cap Equity Active ETF
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―
―
SYZ
Lazard US Systematic Small Cap Equity 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.
DisclaimerThis 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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