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SMLL - ETF AI Analysis

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SMLL

Harbor Active Small Cap ETF (SMLL)

Rating:64Neutral
Price Target:
SMLL, the Harbor Active Small Cap ETF, has a solid overall rating that reflects a mix of strong financial performers and some holdings facing growth or profitability challenges. Standout positions like Wintrust Financial, Morningstar, and United Bankshares support the fund’s quality with robust financial performance, reasonable valuations, and generally positive momentum, while names such as Liberty Oilfield Services and Pool Corporation introduce some risk due to revenue or profitability pressures and weaker technical trends. The main risk factor is that several holdings show signs of volatility or overbought conditions, which can make returns less stable for investors.
Positive Factors
Strong Recent Monthly Performance
The ETF has shown strong gains over the past month, suggesting positive short-term momentum in its holdings.
Several Strong Top Holdings
Many of the largest positions, such as Remitly Global, Liberty Energy, and Douglas Dynamics, have delivered strong year-to-date performance, helping support the fund’s overall results.
Broad Sector Exposure Within Small Caps
The fund invests across a wide range of sectors, including industrials, financials, technology, energy, and health care, which helps spread risk within the small-cap space.
Negative Factors
High Expense Ratio
The ETF charges relatively high fees, which can eat into returns over time compared with lower-cost funds.
Concentrated in a Few Sectors
A large portion of the portfolio is in industrials, financials, and technology, so weakness in these areas could have an outsized impact on performance.
Limited Geographic Diversification
With most assets invested in U.S. companies, the fund offers little exposure to international markets, reducing diversification across different economies.

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

SMLL Summary

The Harbor Active Small Cap ETF (SMLL) is an actively managed fund that focuses on smaller U.S. companies, mainly in industrials, financials, and technology. It does not track a set index, giving managers flexibility to pick what they see as promising small-cap stocks. The fund holds companies like Pool and Morningstar, aiming to capture the growth potential of businesses that are still expanding and less known than big blue-chip names. Investors might consider SMLL for growth and added diversification. However, small-cap stocks can be more volatile, so the price of this ETF can move up and down more sharply than the overall market.
How much will it cost me?The Harbor Active Small Cap ETF (Ticker: SMLL) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Harbor Active Small Cap ETF (SMLL) could benefit from economic growth in the U.S., particularly if small-cap companies in sectors like Industrials and Technology continue to innovate and expand. However, rising interest rates or economic slowdowns may negatively impact small-cap stocks, as these companies often face higher borrowing costs and are more sensitive to market fluctuations. Additionally, sector-specific challenges, such as regulatory changes in Technology or volatility in Energy markets, could influence the ETF's performance.

SMLL Top 10 Holdings

This small-cap fund leans heavily on U.S. industrials and financials, with a few standout names doing most of the heavy lifting. Remitly and Andersen Group have been rising sharply, giving the portfolio a growthy tilt, while WillScot and Douglas Dynamics add steady, if somewhat mixed, industrial muscle. Liberty Energy has been on a strong run, but its momentum looks a bit hot, like an engine revving near the redline. On the flip side, Pool and Morningstar have been losing steam, quietly tugging on overall returns in this U.S.-focused mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Reliance Steel5.57%$731.10K$20.51B28.95%
74
Outperform
WillScot Mobile Mini Holdings4.92%$646.81K$4.98B-6.17%
69
Neutral
Pool4.32%$567.10K$7.01B-37.18%
65
Neutral
Wintrust Financial4.01%$527.08K$10.47B26.09%
78
Outperform
Morningstar3.89%$511.50K$7.02B-39.09%
76
Outperform
Douglas Dynamics3.86%$506.90K$1.06B60.36%
68
Neutral
Liberty Energy3.36%$440.92K$4.59B110.40%
69
Neutral
United Bankshares3.14%$412.74K$6.11B19.62%
80
Outperform
Freshworks3.08%$404.68K$2.70B-40.97%
72
Outperform
SS&C Technologies Holdings3.06%$401.90K$16.54B-16.05%
78
Outperform

SMLL Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
20.18
Positive
100DMA
20.05
Positive
200DMA
20.27
Positive
Market Momentum
MACD
0.06
Positive
RSI
50.29
Neutral
STOCH
28.57
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMLL, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 20.30, equal to the 50-day MA of 20.18, and equal to the 200-day MA of 20.27, indicating a bullish trend. The MACD of 0.06 indicates Positive momentum. The RSI at 50.29 is Neutral, neither overbought nor oversold. The STOCH value of 28.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SMLL.

SMLL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$13.36M0.80%
64
Neutral
$67.12M0.61%
62
Neutral
$58.63M0.64%
66
Neutral
$27.14M0.49%
65
Neutral
$25.82M0.74%
71
Outperform
$23.40M0.86%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMLL
Harbor Active Small Cap ETF
20.34
-0.36
-1.74%
SYZ
Lazard US Systematic Small Cap Equity ETF
RUSC
US Small Cap Equity Active ETF
ESSC
Eventide Small Cap ETF
ALIL
Argent Focused Small Cap ETF
FTKI
First Trust Small Cap BuyWrite Income 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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