EPMB - ETF AI Analysis
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Harbor Mid Cap Core ETF (EPMB)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Leading Holdings Performing Well
Most of the top positions, including several industrial and technology names, have posted strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification Within Mid Caps
The fund spreads its investments across many sectors such as industrials, technology, financials, consumer, and health care, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns for investors.
Small Asset Base
With a relatively low amount of money invested in the fund, investors may face higher trading spreads and a greater risk that the ETF could be closed if it does not grow.
Heavy U.S. Focus
The ETF is invested almost entirely in U.S. companies, offering little geographic diversification if the U.S. market experiences a downturn.
EPMB vs. SPDR S&P 500 ETF (SPY)
AUM4.63M
RegionNorth America
Expense Ratio0.88%
Beta0.79
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.53%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1
30 Day Avg. Volume25
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
29.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPMB Summary
The Harbor Mid Cap Core ETF (EPMB) is an actively managed fund that focuses on mid-sized U.S. companies, aiming for a mix of growth and stability. It doesn’t track a set index, but instead picks about 50–70 stocks based on research. The fund spreads investments across many sectors like industrials, technology, and financials, and holds well-known names such as Cummins and Ross Stores. Someone might invest in this ETF to diversify beyond large, well-known giants and tap into the growth potential of mid-sized firms. A key risk is that mid-cap stocks can be more volatile and can go up and down with the overall stock market.
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
Harbor Mid Cap Core ETF is leaning heavily into U.S. industrials and tech, and that combo is doing much of the heavy lifting. Applied Materials and Entegris are rising smartly, giving the fund a strong semiconductor backbone, while Keysight and Woodward add steady momentum from the industrial-tech crossroads. Cummins and Hexcel are also pulling their weight, helping the industrial side hum along. On the flip side, CBRE is losing steam and acting as a mild drag, but overall the fund’s U.S.-focused, mid-cap mix is tilted toward winners rather than laggards.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Woodward | 3.70% | $170.92K | $25.63B | 76.61% | 79 Outperform | |
| Entegris | 3.29% | $152.07K | $27.26B | 142.20% | 66 Neutral | |
| Keysight Technologies | 3.22% | $148.55K | $62.15B | 131.79% | 77 Outperform | |
| Applied Materials | 2.89% | $133.52K | $489.96B | 272.28% | 77 Outperform | |
| Cummins | 2.85% | $131.69K | $98.92B | 129.16% | 72 Outperform | |
| Twilio | 2.40% | $110.73K | $28.26B | 55.94% | 70 Neutral | |
| Hexcel | 2.30% | $106.08K | $7.36B | 80.49% | 73 Outperform | |
| Arrow Electronics | 2.19% | $101.34K | $11.90B | 86.43% | 64 Neutral | |
| CBRE Group | 2.15% | $99.34K | $38.52B | -6.24% | 70 Outperform | |
| Masco | 2.14% | $98.68K | $15.01B | 16.89% | 53 Neutral |
EPMB Technical Analysis
Positive
―
Price Trends
25.90
Positive
25.15
Positive
23.91
Positive
Market Momentum
0.24
Negative
59.84
Neutral
54.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPMB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.25, equal to the 50-day MA of 25.90, and equal to the 200-day MA of 23.91, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 59.84 is Neutral, neither overbought nor oversold. The STOCH value of 54.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPMB.
EPMB Peer Comparison
Comparison Results
Performance Comparison
EPMB
Harbor Mid Cap Core ETF
26.70
5.40
25.35%
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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SMCP
SMART Mid Cap ETF
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FEMD
First Eagle Mid 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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