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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 shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Top Holdings Showing Strength
Many of the largest positions, including companies like Entegris, Albemarle, and Ulta Beauty, have delivered strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as industrials, technology, financials, health care, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Small Asset Base
With a relatively low amount of money invested in the fund, investors may face higher trading costs and a greater risk that the ETF could be closed if it does not grow.
Heavy U.S. Focus
The ETF invests 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)
AUM4.31M
RegionNorth America
Expense Ratio0.88%
Beta0.87
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.64%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume278
30 Day Avg. Volume569
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
27.09Price 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 invests in medium‑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 mid-cap stocks using research. The fund spreads money across many sectors, including industrials, technology, and financials, with holdings like Cummins and Ulta Beauty. Someone might invest in EPMB to diversify beyond large, well-known companies and tap into the growth potential of mid-sized businesses. 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
This U.S.-focused mid-cap fund leans heavily into industrials and tech, and that’s where much of the action is. Entegris has been a standout, riding strong momentum in the semiconductor supply chain, while Woodward and Cummins give the portfolio an industrial backbone that’s been steadily pushing returns higher. Albemarle is more of a wild card: its stock is running hot despite financial strains, adding both excitement and risk. Ulta Beauty provides a consumer-driven bright spot, but Stifel Financial has been more mixed lately, slightly tugging on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Woodward | 3.45% | $150.24K | $22.62B | 103.39% | 79 Outperform | |
| Entegris | 2.84% | $123.81K | $19.98B | 22.69% | 66 Neutral | |
| Cummins | 2.65% | $115.39K | $83.04B | 60.79% | 72 Outperform | |
| Keysight Technologies | 2.42% | $105.55K | $40.05B | 27.28% | 77 Outperform | |
| CBRE Group | 2.36% | $102.89K | $42.00B | -0.99% | 70 Outperform | |
| Hexcel | 2.26% | $98.68K | $6.81B | 37.15% | 73 Outperform | |
| Ulta Beauty | 2.19% | $95.68K | $30.32B | 87.16% | 78 Outperform | |
| Masco | 2.16% | $94.02K | $15.51B | -2.81% | 53 Neutral | |
| Reinsurance Group | 2.12% | $92.29K | $14.44B | 9.95% | 74 Outperform | |
| Albemarle | 2.11% | $91.83K | $19.60B | 104.84% | 58 Neutral |
EPMB Technical Analysis
Positive
―
Price Trends
23.78
Positive
22.87
Positive
Market Momentum
0.33
Positive
61.42
Neutral
70.43
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 24.53, equal to the 50-day MA of 23.78, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.33 indicates Positive momentum. The RSI at 61.42 is Neutral, neither overbought nor oversold. The STOCH value of 70.43 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
24.89
5.08
25.64%
MID.ETF
American Century Mid Cap Growth Impact ETF
―
―
―
KMID
Virtus KAR Mid-Cap ETF
―
―
―
MMID
MFS Active Mid Cap ETF
―
―
―
TSCM
TimesSquare Quality Mid Cap Growth ETF
―
―
―
MCDS
JPMorgan Fundamental Data Science Mid Core ETF
―
―
―
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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