INFO - ETF AI Analysis
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Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
Rating:75Outperform
Price Target:―
Positive Factors
Leading Large-Cap Growth Names
The ETF holds many well-known large U.S. companies in technology and communication services, which have historically driven much of the stock market’s growth.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, financials, consumer, health care, and industrials, which helps reduce reliance on any single part of the economy.
Healthy Fund Size
With several hundred million dollars in assets, the fund is large enough to offer stability and efficient trading for everyday investors.
Negative Factors
Tech-Heavy Portfolio
A large share of the fund is invested in technology stocks, which can make the ETF more sensitive to swings in that sector.
Mixed Performance So Far This Year
The ETF’s overall returns have been slightly negative year to date, reflecting recent weakness in several of its major holdings.
Almost Entirely U.S.-Focused
With nearly all assets invested in U.S. companies, the fund offers little geographic diversification outside the United States.
INFO vs. SPDR S&P 500 ETF (SPY)
AUM811.80M
RegionNorth America
Expense Ratio0.35%
Beta1.04
IssuerHarbor
Inception DateOct 08, 2024
Dividend Yield0.34%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,174
30 Day Avg. Volume74,444
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
29.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering143
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INFO Summary
The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) invests in many of the biggest U.S. companies, aiming to blend both growth and value stocks rather than tracking a specific index. It uses a flexible strategy to adjust to market conditions and holds well-known names like Apple and Nvidia, with a strong tilt toward technology but also exposure to financials, healthcare, and consumer companies. Someone might consider this ETF for broad, long-term growth from established large U.S. firms in a single, diversified fund. A key risk is that it is heavily influenced by large tech stocks, so its price can swing with that sector and the overall stock market.
How much will it cost me?The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an actively managed strategy to adapt to market conditions, which can involve more research and management costs.
What would affect this ETF?The Harbor PanAgora Dynamic Large Cap Core ETF, with significant exposure to technology and top holdings like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in the tech sector. However, it may face challenges if interest rates rise, as higher borrowing costs can pressure large-cap companies, especially in sectors like technology and consumer cyclical. Additionally, economic slowdowns or regulatory changes targeting big tech firms could negatively impact its performance.
INFO Top 10 Holdings
INFO is leaning heavily on U.S. Big Tech and chip leaders, with Nvidia, Apple, Alphabet, and Microsoft sitting in the driver’s seat. Lately, though, this tech engine has been sputtering, as all four have been lagging rather than leading, and Broadcom and Amazon haven’t offered much relief. That leaves steadier names like Costco and Johnson & Johnson quietly propping up the rear. Overall, the fund is very U.S.-centric and tech-tilted, so its fortunes are closely tied to whether mega-cap technology can regain its momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.32% | $67.63M | $4.83T | 95.44% | 76 Outperform | |
| Apple | 7.12% | $57.90M | $3.91T | 35.26% | 79 Outperform | |
| Alphabet Class A | 6.54% | $53.14M | $4.06T | 122.29% | 85 Outperform | |
| Microsoft | 5.06% | $41.14M | $3.05T | 14.27% | 79 Outperform | |
| Broadcom | 3.77% | $30.67M | $1.88T | 133.04% | 76 Outperform | |
| Amazon | 3.36% | $27.28M | $2.67T | 44.66% | 71 Outperform | |
| Meta Platforms | 2.82% | $22.89M | $1.70T | 34.97% | 76 Outperform | |
| Eli Lilly & Co | 1.60% | $13.04M | $855.09B | 7.62% | 72 Outperform | |
| Costco | 1.36% | $11.02M | $436.89B | -0.73% | 72 Outperform | |
| Tesla | 1.30% | $10.58M | $1.47T | 61.12% | 73 Outperform |
INFO Technical Analysis
Positive
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Price Trends
24.25
Positive
24.40
Positive
23.79
Positive
Market Momentum
0.28
Negative
70.41
Negative
98.06
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INFO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.98, equal to the 50-day MA of 24.25, and equal to the 200-day MA of 23.79, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 70.41 is Negative, neither overbought nor oversold. The STOCH value of 98.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INFO.
INFO Peer Comparison
Comparison Results
Performance Comparison
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
25.32
7.46
41.77%
BALI
BlackRock Advantage Large Cap Income ETF
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MODL
VictoryShares WestEnd U.S. Sector ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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NBCR
Neuberger Berman Core Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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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