INFO - ETF AI Analysis
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Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leadership in Top Technology Holdings
Several major technology names in the top holdings, such as Nvidia, Alphabet, Broadcom, Amazon, Meta, and Costco, have delivered strong or steady results, helping support the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, communication services, consumer-related areas, health care, and others, which helps reduce the impact if any one sector struggles.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the fund is more sensitive to swings in tech stocks than a more evenly balanced ETF.
Concentration in a Few Mega-Cap Stocks
A small group of large companies, including Nvidia, Apple, Alphabet, Microsoft, and Amazon, make up a significant share of the portfolio, increasing the impact if any of these stocks perform poorly.
Mixed Performance Among Top Holdings
Some key positions such as Apple, Microsoft, Eli Lilly, and Tesla have shown weaker or negative results this year, which can offset gains from stronger holdings.
INFO vs. SPDR S&P 500 ETF (SPY)
AUM810.77M
RegionNorth America
Expense Ratio0.35%
Beta1.03
IssuerHarbor
Inception DateOct 08, 2024
Dividend Yield0.31%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,264
30 Day Avg. Volume52,850
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
31.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering131
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INFO Summary
The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) invests mainly in large U.S. companies and does not track a fixed index, instead using a flexible strategy that adjusts to market conditions. It focuses on a mix of growth and value stocks across many sectors, with a big tilt toward technology. Well-known holdings include Apple, Microsoft, Nvidia, Amazon, and Tesla. Someone might invest in this ETF for broad exposure to many leading U.S. companies and the potential for long-term growth. A key risk is that it is heavily exposed to tech stocks, so its price can swing up and down with that sector.
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. mega-cap tech, with Nvidia, Apple, Alphabet, and Microsoft steering the ship. Nvidia and Alphabet have been rising on the back of the AI boom, while Apple has stayed strong as its services engine hums along. Amazon adds another leg of support with steady gains from cloud and e-commerce. On the flip side, Microsoft’s recent wobble and a lagging Meta act like a bit of sand in the gears. Overall, this is a U.S.-centric, tech-heavy story where a few giants do most of the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.49% | $68.99M | $5.11T | 63.31% | 76 Outperform | |
| Apple | 7.76% | $63.04M | $4.58T | 51.86% | 79 Outperform | |
| Alphabet Class A | 6.87% | $55.86M | $4.59T | 122.66% | 85 Outperform | |
| Microsoft | 5.22% | $42.45M | $3.34T | -0.31% | 79 Outperform | |
| Broadcom | 3.77% | $30.64M | $2.12T | 84.94% | 76 Outperform | |
| Amazon | 3.49% | $28.38M | $2.91T | 26.43% | 71 Outperform | |
| Meta Platforms | 2.43% | $19.78M | $1.61T | -10.50% | 76 Outperform | |
| Micron | 1.93% | $15.68M | $1.10T | 954.70% | 79 Outperform | |
| Eli Lilly & Co | 1.77% | $14.36M | $1.04T | 44.85% | 72 Outperform | |
| Tesla | 1.35% | $10.93M | $1.64T | 21.36% | 73 Outperform |
INFO Technical Analysis
Positive
―
Price Trends
25.48
Positive
25.02
Positive
24.44
Positive
Market Momentum
0.46
Negative
74.22
Negative
95.79
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 26.76, equal to the 50-day MA of 25.48, and equal to the 200-day MA of 24.44, indicating a bullish trend. The MACD of 0.46 indicates Negative momentum. The RSI at 74.22 is Negative, neither overbought nor oversold. The STOCH value of 95.79 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
27.42
6.40
30.45%
NBCR
Neuberger Berman Core Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
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OMAH
VistaShares Target 15 Berkshire Select Income 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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