EPMB - ETF AI Analysis
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Harbor Mid Cap Core ETF (EPMB)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its strategy has recently worked well for investors.
Leading Holdings Showing Strong Momentum
Several of the largest positions, especially in technology and industrial names, have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, with meaningful weights in industrials, technology, financials, and health care, help 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
The ETF manages a relatively small amount of assets, which can sometimes lead to higher trading costs and a greater risk the fund could be closed in the future.
Heavy U.S. and Industrial Focus
With most assets in U.S. stocks and a large tilt toward industrial companies, the fund may be more sensitive to downturns in the U.S. economy and that specific sector.
EPMB vs. SPDR S&P 500 ETF (SPY)
AUM4.73M
RegionNorth America
Expense Ratio0.88%
Beta0.77
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.51%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9
30 Day Avg. Volume33
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
30.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPMB Summary
Harbor Mid Cap Core ETF (EPMB) is an actively managed fund that focuses on medium‑sized U.S. companies, aiming for a mix of growth and stability rather than tracking a specific index. It spreads investments across many sectors, including industrials, technology, and financials, and holds well-known names like Applied Materials and Cummins. Someone might invest in this ETF to diversify beyond large, well-known companies and potentially benefit from the growth of mid-sized businesses that are still expanding but more established than small startups. A key risk is that mid-cap stocks can be more volatile and the ETF’s value can go up and down with the 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 leans heavily into U.S. industrials and tech, and that mix is shaping returns. Woodward and Cummins have been steady engines, helping drive performance but not exactly stealing the show. The real spark comes from semiconductor-linked names like Applied Materials and Entegris, which have been rising over the year even after some recent stumbles. Keysight and Arrow Electronics add to the tech tilt, though their momentum has been more mixed. With all holdings U.S.-based, this fund is a focused bet on domestic mid-cap innovation and industry.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Keysight Technologies | 3.22% | $151.61K | $58.27B | 107.70% | 77 Outperform | |
| Twilio | 3.07% | $144.53K | $36.62B | 170.51% | 70 Neutral | |
| Woodward | 3.00% | $141.02K | $21.43B | 43.19% | 79 Outperform | |
| Entegris | 2.89% | $135.85K | $23.24B | 100.21% | 66 Neutral | |
| Cummins | 2.59% | $121.89K | $88.69B | 63.48% | 72 Outperform | |
| Applied Materials | 2.36% | $111.21K | $428.06B | 183.18% | 77 Outperform | |
| Hexcel | 2.35% | $110.81K | $7.82B | 67.58% | 73 Outperform | |
| IQVIA Holdings | 2.30% | $108.17K | $39.29B | 34.37% | 73 Outperform | |
| Ross Stores | 2.26% | $106.26K | $81.87B | 73.95% | 80 Outperform | |
| CBRE Group | 2.21% | $104.07K | $42.91B | -6.22% | 70 Outperform |
EPMB Technical Analysis
Positive
―
Price Trends
26.37
Positive
25.70
Positive
24.59
Positive
Market Momentum
0.19
Negative
64.44
Neutral
97.74
Negative
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 26.49, equal to the 50-day MA of 26.37, and equal to the 200-day MA of 24.59, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 64.44 is Neutral, neither overbought nor oversold. The STOCH value of 97.74 is Negative, 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
27.18
5.42
24.91%
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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