INFO - ETF AI Analysis
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Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum.
Leading Technology and Growth Holdings
Top positions in well-known technology and growth companies that have generally performed well help drive the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including technology, financials, consumer, health care, and industrials, help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio in technology stocks makes the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Stocks
Several big names like Nvidia, Apple, Alphabet, and Microsoft make up a significant portion of the fund, increasing exposure to those individual companies.
Limited International Diversification
With almost all assets in U.S. companies, the ETF offers little geographic diversification outside the United States.
INFO vs. SPDR S&P 500 ETF (SPY)
AUM920.60M
RegionNorth America
Expense Ratio0.35%
Beta1.02
IssuerHarbor
Inception DateOct 08, 2024
Dividend Yield0.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,798
30 Day Avg. Volume23,427
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
33.38Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering146
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INFO Summary
The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is a U.S. stock fund that focuses on large, well-known companies and uses a flexible strategy instead of tracking a fixed index. It blends growth and value stocks across many sectors, with a big tilt toward technology and other major industries. Well-known holdings include Apple and Nvidia, along with other household names. Someone might invest in INFO for broad diversification in leading U.S. companies and the potential for long-term growth. A key risk is that it’s heavily exposed to large U.S. tech stocks, so its price can rise and fall sharply with that part of the 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 Big Tech and U.S. large caps, with Apple and Nvidia acting as the main engines of recent performance as their momentum in devices and AI keeps the fund humming. Alphabet and Amazon, however, have been more mixed, occasionally losing their footing and dampening the tech rally. Microsoft and Broadcom sit in the middle of the pack, steady but not spectacular, while Micron’s earlier surge has cooled lately. Health care names like Eli Lilly and Johnson & Johnson add a stabilizing ballast, but this ETF’s story is still dominated by U.S. tech leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.40% | $72.99M | $5.42T | 19.49% | 76 Outperform | |
| Apple | 7.37% | $64.02M | $4.57T | 35.69% | 79 Outperform | |
| Alphabet Class A | 6.18% | $53.67M | $4.33T | 77.87% | 85 Outperform | |
| Microsoft | 5.64% | $49.04M | $3.71T | -3.01% | 79 Outperform | |
| Amazon | 3.44% | $29.88M | $2.96T | 25.66% | 71 Outperform | |
| Broadcom | 3.25% | $28.25M | $2.04T | 38.99% | 76 Outperform | |
| Meta Platforms | 2.19% | $19.07M | $1.51T | -22.32% | 76 Outperform | |
| Eli Lilly & Co | 1.91% | $16.58M | $1.12T | 93.94% | 72 Outperform | |
| Micron | 1.65% | $14.34M | $991.12B | 595.93% | 79 Outperform | |
| Johnson & Johnson | 1.48% | $12.90M | $624.74B | 50.62% | 78 Outperform |
INFO Technical Analysis
Positive
―
Price Trends
27.38
Positive
26.51
Positive
25.47
Positive
Market Momentum
0.35
Negative
66.92
Neutral
72.51
Neutral
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 27.85, equal to the 50-day MA of 27.38, and equal to the 200-day MA of 25.47, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 66.92 is Neutral, neither overbought nor oversold. The STOCH value of 72.51 is Neutral, 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
28.55
5.76
25.27%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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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AFLG
First Trust Active Factor Large Cap ETF
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GSPY
Gotham Enhanced 500 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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