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EPMB - ETF AI Analysis
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Harbor Mid Cap Core ETF (EPMB)
Rating:69Neutral
Price Target:
$24.50
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Healthy Top Holdings
Several top holdings, such as CBRE Group and Woodward, have shown strong year-to-date performance, supporting the fund’s growth.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to similar funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, like Entegris and Reinsurance Group, have lagged in performance, potentially dragging down overall returns.
Geographic Concentration
The fund is heavily focused on U.S. companies, offering little exposure to international markets and limiting diversification.
EPMB vs. SPDR S&P 500 ETF (SPY)
AUM3.86M
RegionNorth America
Expense Ratio0.88%
Beta1.02
IssuerHarbor
Inception DateMay 01, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume200
30 Day Avg. Volume118
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
25.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPMB Summary
The Harbor Mid Cap Core ETF (Ticker: EPMB) is an actively managed fund that focuses on mid-sized U.S. companies, offering a mix of growth potential and stability. It includes businesses from various sectors like technology, healthcare, and financials, with notable holdings such as CBRE Group and Woodward. This ETF is ideal for investors looking to diversify their portfolio and tap into the dynamic growth opportunities of mid-cap companies. However, new investors should be aware that mid-cap stocks can be more volatile than large-cap stocks, meaning their value may fluctuate significantly with market conditions.
How much will it cost me?The Harbor Mid Cap Core ETF (EPMB) has an expense ratio of 0.88%, meaning you’ll pay $8.80 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Harbor Mid Cap Core ETF (EPMB) could benefit from economic growth in the U.S., particularly if mid-sized companies in sectors like Industrials and Technology continue to innovate and expand. However, rising interest rates or economic slowdowns could negatively impact sectors like Financials and Consumer Cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes or sector-specific challenges in industries like Health Care or Real Estate could also influence the ETF's performance.
EPMB Top 10 Holdings
The Harbor Mid Cap Core ETF is leaning heavily on industrials and technology, with names like Woodward and IQVIA Holdings driving recent gains thanks to strong financial performance and strategic growth initiatives. However, some holdings in the fund, such as Entegris and Masco, are lagging due to valuation concerns and mixed technical indicators. The fund’s U.S.-focused portfolio showcases a balanced mix of sectors, but its reliance on mid-cap industrials and tech firms means performance could be sensitive to shifts in these industries. Overall, the ETF offers a dynamic yet somewhat concentrated play on mid-sized American companies.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| CBRE Group | 2.90% | $111.76K | $45.07B | 15.97% | 69 Neutral | |
| Woodward | 2.71% | $104.59K | $15.52B | 52.05% | 74 Outperform | |
| IQVIA Holdings | 2.49% | $95.99K | $35.93B | -5.03% | 77 Outperform | |
| Republic Services | 2.22% | $85.59K | $64.31B | -0.31% | 65 Neutral | |
| Cummins | 2.18% | $84.03K | $59.07B | 23.36% | 71 Outperform | |
| Stifel Financial | 2.16% | $83.36K | $12.20B | 2.18% | 76 Outperform | |
| Entegris | 2.16% | $83.17K | $13.11B | -15.77% | 70 Neutral | |
| Keysight Technologies | 2.15% | $82.74K | $30.78B | 14.83% | 73 Outperform | |
| Reinsurance Group | 2.08% | $80.07K | $12.27B | -17.69% | 66 Neutral | |
| Cencora | 2.07% | $79.93K | $66.80B | 44.27% | 76 Outperform |
EPMB Technical Analysis
Neutral
―
Price Trends
22.32
Negative
22.02
Positive
Market Momentum
-0.02
Positive
48.00
Neutral
18.60
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPMB, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 22.25, equal to the 50-day MA of 22.32, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 48.00 is Neutral, neither overbought nor oversold. The STOCH value of 18.60 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EPMB.
EPMB Peer Comparison
Comparison Results
Performance Comparison
EPMB
Harbor Mid Cap Core ETF
22.21
2.05
10.17%
AFMC
First Trust Active Factor Mid Cap ETF
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MID.ETF
American Century Mid Cap Growth Impact ETF
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KMID
Virtus KAR Mid-Cap ETF
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MMID
MFS Active Mid Cap ETF
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MCDS
JPMorgan Fundamental Data Science Mid 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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