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EPMV - ETF AI Analysis
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Harbor Mid Cap Value ETF (EPMV)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum for investors.
Leading Holdings Performing Well
Most of the top positions, such as Cummins, Synopsys, and Huntington Ingalls, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across financials, industrials, technology, consumer cyclical, and several other sectors help reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Small Asset Base
The ETF manages a relatively low level of assets, which can sometimes mean less trading liquidity and a higher chance of wider bid-ask spreads.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and remains highly tied to the U.S. market.
EPMV vs. SPDR S&P 500 ETF (SPY)
AUM4.33M
RegionNorth America
Expense Ratio0.88%
Beta0.85
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.36%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume0
30 Day Avg. Volume15
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
27.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPMV Summary
Harbor Mid Cap Value ETF (EPMV) is an actively managed fund that invests in medium‑sized U.S. companies that the managers believe are undervalued. It doesn’t track a set index, but instead picks 40–70 stocks based on research, aiming for long-term growth and some income. The fund spreads money across many sectors, including financials, industrials, and technology, and holds well-known names like Cummins and Royal Caribbean. Someone might invest for diversified exposure to mid-sized companies with room to grow. A key risk is that these stocks can be volatile and may fall in value with the broader market.
How much will it cost me?The Harbor Mid Cap Value ETF (EPMV) has an expense ratio of 0.88%, which means 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 analysis to select undervalued mid-cap companies. Active management typically involves higher costs compared to passively managed ETFs that track an index.
What would affect this ETF?The Harbor Mid Cap Value ETF (EPMV) could benefit from a strong U.S. economy, as its focus on undervalued mid-cap companies with growth potential aligns with sectors like financials, technology, and consumer cyclical, which often perform well during economic expansion. However, rising interest rates or economic slowdowns could negatively impact mid-cap companies and sectors like real estate and consumer discretionary, which are sensitive to borrowing costs and consumer spending. Regulatory changes or shifts in market sentiment toward value investing could also influence the ETF's performance.
EPMV Top 10 Holdings
EPMV is leaning into U.S. mid-cap value with a clear tilt toward industrials, financials, and tech. Recent strength from industrial names like Cummins and defense contractor Huntington Ingalls has been a key engine for the fund, while Applied Materials and ON Semiconductor add extra horsepower from the chip space. Consumer names such as Royal Caribbean and Darden Restaurants are also pulling their weight as travel and dining trends stay upbeat. On the flip side, Synopsys and Intercontinental Exchange have been more mixed, occasionally tapping the brakes on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 3.92% | $168.44K | $24.08B | 81.56% | 74 Outperform | |
| Cummins | 3.70% | $159.02K | $80.19B | 63.04% | 72 Outperform | |
| Huntington Ingalls | 3.18% | $136.57K | $17.81B | 162.76% | 69 Neutral | |
| Intercontinental Exchange | 2.70% | $116.01K | $93.58B | -4.86% | 80 Outperform | |
| Royal Caribbean | 2.57% | $110.41K | $81.39B | 24.77% | 67 Neutral | |
| Synopsys | 2.54% | $109.14K | $81.35B | -4.20% | 73 Outperform | |
| Darden Restaurants | 2.36% | $101.37K | $24.16B | 7.12% | 76 Outperform | |
| Stifel Financial | 2.35% | $100.77K | $11.70B | 9.50% | 75 Outperform | |
| Applied Materials | 2.34% | $100.49K | $295.37B | 144.65% | 77 Outperform | |
| ON Semiconductor | 2.32% | $99.45K | $26.19B | 48.03% | 73 Outperform |
EPMV Technical Analysis
Positive
―
Price Trends
23.92
Positive
22.94
Positive
22.25
Positive
Market Momentum
0.20
Positive
54.34
Neutral
30.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPMV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.52, equal to the 50-day MA of 23.92, and equal to the 200-day MA of 22.25, indicating a bullish trend. The MACD of 0.20 indicates Positive momentum. The RSI at 54.34 is Neutral, neither overbought nor oversold. The STOCH value of 30.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPMV.
EPMV Peer Comparison
Comparison Results
Performance Comparison
EPMV
Harbor Mid Cap Value ETF
24.55
4.76
24.05%
MID.ETF
American Century Mid Cap Growth Impact ETF
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KMID
Virtus KAR Mid-Cap ETF
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TSCM
TimesSquare Quality Mid Cap Growth ETF
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―
―
MMID
MFS Active Mid Cap ETF
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―
JMID
Janus Henderson Mid Cap Growth Alpha 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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