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EFFI - ETF AI Analysis
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Harbor Osmosis International Resource Efficient ETF (EFFI)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting strong overall momentum.
Global Diversification
The fund is spread across multiple countries, reducing reliance on any single geographic market.
Sector Balance
Exposure to a variety of sectors, including Financials, Industrials, and Health Care, helps mitigate risks tied to sector-specific downturns.
Negative Factors
Mixed Top Holdings Performance
Some key holdings, such as Nippon Yusen Kabushiki Kaisha and Swedish Orphan Biovitrum AB, have underperformed, potentially dragging on returns.
Moderate Expense Ratio
The ETF’s expense ratio is higher than some low-cost alternatives, which could slightly reduce net returns over time.
Limited Real Estate Exposure
The fund has minimal exposure to Real Estate, which may limit its ability to benefit from growth in this sector.
EFFI vs. SPDR S&P 500 ETF (SPY)
AUM136.36M
RegionDeveloped Markets
Expense Ratio0.55%
Beta0.76
IssuerHarbor
Inception DateDec 10, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume47
30 Day Avg. Volume68
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
27.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering73
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EFFI Summary
The Harbor Osmosis International Resource Efficient ETF (EFFI) is a fund that invests in companies worldwide that focus on using resources efficiently and sustainably. It includes well-known companies like L'Oreal and Toyota Tsusho, and covers industries such as financials, healthcare, and technology. This ETF is a great option for investors looking for global diversification while supporting environmentally conscious businesses. However, new investors should be aware that the fund’s performance can fluctuate with global market conditions, as it invests across many countries and industries.
How much will it cost me?The Harbor Osmosis International Resource Efficient ETF (EFFI) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on resource-efficient companies rather than tracking a passive index.
What would affect this ETF?EFFI's focus on resource-efficient companies in developed markets outside the U.S. positions it to benefit from growing global interest in sustainability and innovation, especially in sectors like technology and healthcare. However, its exposure to cyclical sectors like financials and consumer discretionary could face challenges during economic downturns or periods of high inflation. Additionally, changes in international regulations or trade policies could impact the performance of its top holdings.
EFFI Top 10 Holdings
The Harbor Osmosis International Resource Efficient ETF (EFFI) leans heavily on developed markets outside the U.S., with a notable focus on financials and industrials. Lundin Gold is shining brightly, buoyed by strong cash flow and operational efficiency, while Toyota Tsusho adds steady momentum despite some overbought signals. On the flip side, Nintendo and L’Oreal are lagging, with bearish trends and valuation concerns weighing on their performance. The fund’s diverse sector exposure balances rising stars like AstraZeneca with mixed results from cyclical names, creating a dynamic yet cautious positioning for resource-conscious investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Toyota Tsusho | 3.70% | $5.07M | ¥5.43T | 108.23% | 78 Outperform | |
| Mercedes-Benz Group | 3.65% | $5.00M | €58.81B | 21.33% | 77 Outperform | |
| L'Oreal | 3.50% | $4.80M | €196.04B | 8.42% | 71 Outperform | |
| Nippon Yusen Kabushiki Kaisha | 3.36% | $4.61M | ¥2.07T | -8.49% | 77 Outperform | |
| Aercap Holdings | 3.23% | $4.42M | $24.67B | 45.11% | 77 Outperform | |
| Swedish Orphan Biovitrum AB | 3.07% | $4.20M | kr111.67B | 2.22% | 69 Neutral | |
| Nintendo Co | 3.00% | $4.11M | ¥13.85T | 23.45% | 63 Neutral | |
| Lundin Gold | 2.94% | $4.03M | C$25.97B | 239.18% | 78 Outperform | |
| Sonova Holding AG | 2.88% | $3.94M | CHF11.47B | -31.77% | 68 Neutral | |
| Rexel SA | 2.75% | $3.77M | €9.73B | 30.28% | 65 Neutral |
EFFI Technical Analysis
Positive
―
Price Trends
24.22
Positive
23.87
Positive
22.64
Positive
Market Momentum
0.15
Negative
61.20
Neutral
76.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EFFI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.42, equal to the 50-day MA of 24.22, and equal to the 200-day MA of 22.64, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 61.20 is Neutral, neither overbought nor oversold. The STOCH value of 76.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EFFI.
EFFI Peer Comparison
Comparison Results
Performance Comparison
EFFI
Harbor Osmosis International Resource Efficient ETF
24.85
5.35
27.44%
DFSI
Dimensional International Sustainability Core 1 ETF
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SEIE
SEI Select International Equity ETF
―
―
―
FYLD
Cambria Foreign Shareholder Yield ETF
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―
―
AVSD
Avantis Responsible International Equity ETF
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―
TXUE
Thornburg International 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.
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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