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HAPS - ETF AI Analysis
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Harbor Corporate Culture Small Cap ETF (HAPS)
Rating:63Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Several Strong Top Holdings
A number of the largest positions, such as Advanced Energy, StepStone Group, Piper Sandler, and Arcosa, have shown strong year-to-date performance, supporting the ETF’s overall results.
Positive Recent Performance
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating solid recent momentum.
Negative Factors
High U.S. Concentration
With the vast majority of its assets in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. market.
Notable Underperforming Holdings
Some top positions, including Rhythm Pharmaceuticals, PTC Therapeutics, and Kymera Therapeutics, have shown weak year-to-date performance, which can drag on returns.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the investment return is used to cover fees.
HAPS vs. SPDR S&P 500 ETF (SPY)
AUM148.60M
RegionNorth America
Expense Ratio0.61%
Beta1.04
IssuerHarbor
Inception DateApr 12, 2023
Dividend Yield0.55%
Asset ClassEquity
Index TrackedHuman Capital Factor Small Cap Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume200
30 Day Avg. Volume176
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
40.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering201
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAPS Summary
The Harbor Corporate Culture Small Cap ETF (HAPS) tracks the Human Capital Factor Small Cap Index, focusing on smaller U.S. companies that are judged to have strong workplace cultures. It spreads investments across many sectors, including financials, industrials, health care, and technology. Well-known holdings include Advanced Energy and Apple Hospitality REIT. Someone might invest in HAPS to seek long-term growth from smaller, fast-growing businesses while also supporting companies that treat employees well. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The Harbor Corporate Culture Small Cap ETF (Ticker: HAPS) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on small-cap companies with strong corporate cultures, which requires more research and management effort.
What would affect this ETF?The Harbor Corporate Culture Small Cap ETF (HAPS) could benefit from growing interest in socially conscious investing and the potential for small-cap companies to deliver higher growth, especially in sectors like technology and health care. However, it may face challenges from economic downturns, which often impact small-cap stocks more severely, and rising interest rates that could increase borrowing costs for these companies. Additionally, sector-specific risks, such as regulatory changes in health care or industrials, could negatively affect its performance.
HAPS Top 10 Holdings
HAPS is a U.S.-focused small-cap fund with a clear tilt toward health care, energy, and industrial names, and a sprinkling of real estate. Kymera Therapeutics and Magnolia Oil & Gas are doing much of the heavy lifting, with both stocks rising on upbeat growth stories despite some financial wrinkles. Avnet has also been a quiet engine, climbing steadily even as cash flow questions linger. On the flip side, Rhythm Pharmaceuticals, Tarsus Pharmaceuticals, and Sensient Technologies are losing steam, acting as small but noticeable drags on performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Magnolia Oil & Gas | 2.15% | $3.19M | $5.44B | 29.16% | 65 Neutral | |
| Phillips Edison & Company | 2.08% | $3.08M | $5.40B | 7.94% | 75 Outperform | |
| Kymera Therapeutics | 1.98% | $2.93M | $6.82B | 156.67% | 56 Neutral | |
| Rhythm Pharmaceuticals | 1.87% | $2.77M | $6.25B | 77.11% | 59 Neutral | |
| Sensient Technologies | 1.63% | $2.42M | $3.97B | 30.80% | 63 Neutral | |
| Resideo Technologies | 1.53% | $2.27M | $5.44B | 94.85% | 51 Neutral | |
| Tarsus Pharmaceuticals | 1.51% | $2.24M | $3.19B | 71.08% | 60 Neutral | |
| Avnet | 1.43% | $2.12M | $5.11B | 27.02% | 67 Neutral | |
| Travel + Leisure Co | 1.37% | $2.03M | $4.71B | 41.13% | 73 Outperform | |
| GATX | 1.35% | $2.01M | $6.45B | 15.96% | 76 Outperform |
HAPS Technical Analysis
Neutral
―
Price Trends
32.52
Negative
31.75
Positive
30.48
Positive
Market Momentum
-0.04
Positive
44.64
Neutral
31.79
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAPS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 32.66, equal to the 50-day MA of 32.52, and equal to the 200-day MA of 30.48, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 44.64 is Neutral, neither overbought nor oversold. The STOCH value of 31.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HAPS.
HAPS Peer Comparison
Comparison Results
Performance Comparison
HAPS
Harbor Corporate Culture Small Cap ETF
32.14
4.81
17.60%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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―
―
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
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―
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JHSC
John Hancock Multifactor Small Cap ETF
―
―
―
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
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SMDV
ProShares Russell 2000 Dividend Growers 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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