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OSEA - ETF AI Analysis

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OSEA

Harbor International Compounders ETF (OSEA)

Rating:71Outperform
Price Target:
OSEA, the Harbor International Compounders ETF, earns a solid overall rating thanks to high-quality global leaders like TSMC and ASML, which bring strong financial performance and key exposure to advanced technologies and AI. AstraZeneca further supports the fund’s quality with robust results and a strong pipeline, though some holdings such as Contemporary Amperex introduce caution due to mixed technical signals and less compelling valuation. The main risk is that many top positions share high valuations or overbought technical signs, which could increase volatility if market sentiment shifts.
Positive Factors
Strong Recent Performance
The ETF has shown positive returns over the past month and year-to-date, indicating solid recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, such as major semiconductor and industrial technology firms, have delivered strong gains and support the fund’s growth profile.
Broad International Diversification
Holdings spread across multiple countries in Europe, Asia, and the U.S. help reduce reliance on any single market.
Negative Factors
Moderate Fee Level
The expense ratio is not especially low, so costs may be higher than some broad-market index ETFs.
Concentration in a Handful of Stocks
A relatively small group of top holdings makes up a meaningful share of the portfolio, increasing the impact if any of these companies stumble.
Underperforming Financial Holding
One of the larger financial positions has shown weak performance year-to-date, which can drag on overall returns if the weakness continues.

OSEA vs. SPDR S&P 500 ETF (SPY)

OSEA Summary

Harbor International Compounders ETF (OSEA) is an actively managed fund that invests in strong companies outside the U.S., without tracking a specific index. It focuses on international businesses that steadily grow their profits and reinvest for long-term growth, across many countries and sectors. Well-known holdings include chip maker TSMC and semiconductor equipment leader ASML. Someone might invest in OSEA to diversify beyond the U.S. market and seek long-term growth from high-quality global companies. A key risk is that international stocks can be volatile and may rise or fall with global markets and currency swings.
How much will it cost me?The Harbor International Compounders ETF (OSEA) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting high-quality international stocks rather than tracking a broad index.
What would affect this ETF?The Harbor International Compounders ETF (OSEA) could benefit from global economic growth and technological advancements, especially given its significant exposure to sectors like Industrials and Technology and top holdings such as TSMC and Siemens. However, it may face challenges from rising interest rates, geopolitical tensions, or regulatory changes in key regions outside the U.S., which could impact its diverse international portfolio. Investors should also consider how currency fluctuations might affect returns due to its global ex-U.S. focus.

OSEA Top 10 Holdings

OSEA is leaning heavily on a handful of global growth engines, with chip giants TSMC and ASML setting the pace as their rising shares ride the AI and semiconductor boom. Contemporary Amperex is another standout, powering ahead on the back of battery and EV demand, while Schneider Electric and Siemens add steady industrial muscle from Europe. On the flip side, HDFC Bank has been lagging, acting as a bit of a brake on returns. Overall, the fund is concentrated in non-U.S. tech and industrial names, with broad exposure across Asia and Europe.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC7.90%$39.25M$1.80T147.84%
81
Outperform
HOYA4.83%$24.00M¥9.65T50.62%
74
Outperform
ASML Holding NV4.69%$23.29M€477.33B106.32%
76
Outperform
AstraZeneca4.30%$21.38M$292.69B32.74%
80
Outperform
Siemens4.23%$21.02M€185.31B21.53%
74
Outperform
Contemporary Amperex Technology Co., Limited Class H4.08%$20.29MHK$2.37T
68
Neutral
AIA Group3.99%$19.82MHK$858.00B55.08%
72
Outperform
Schneider Electric3.88%$19.27M€155.45B27.66%
62
Neutral
Deutsche Boerse3.83%$19.01M€47.96B-3.54%
76
Outperform
Hdfc Bank3.75%$18.61M$128.12B-28.42%
73
Outperform

OSEA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
30.06
Positive
100DMA
30.26
Positive
200DMA
29.80
Positive
Market Momentum
MACD
0.19
Positive
RSI
54.07
Neutral
STOCH
43.73
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OSEA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.48, equal to the 50-day MA of 30.06, and equal to the 200-day MA of 29.80, indicating a bullish trend. The MACD of 0.19 indicates Positive momentum. The RSI at 54.07 is Neutral, neither overbought nor oversold. The STOCH value of 43.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OSEA.

OSEA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$492.90M0.55%
71
Outperform
$994.63M0.59%
67
Neutral
$282.91M0.30%
59
Neutral
$280.60M0.60%
61
Neutral
$234.59M0.65%
64
Neutral
$106.53M0.45%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
OSEA
Harbor International Compounders ETF
30.57
2.86
10.32%
MFSI
MFS Active International ETF
AVDS
Avantis International Small Cap Equity ETF
QLTI
GMO International Quality ETF
UMMA
Wahed Dow Jones Islamic World ETF
IDYN
iShares International Equity Factor Rotation Active ETF
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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