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SMLL - ETF AI Analysis

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SMLL

Harbor Active Small Cap ETF (SMLL)

Rating:63Neutral
Price Target:
SMLL, the Harbor Active Small Cap ETF, has a solid overall rating driven by strong holdings like United Bankshares, Wintrust Financial, and SS&C Technologies, which show healthy financial performance, supportive technical trends, and shareholder-friendly actions. Morningstar and Reliance Steel also add quality through robust balance sheets and positive corporate developments, while some positions such as Liberty Oilfield Services and Remitly introduce risk due to profitability pressures, high valuations, or bearish technical signals. The main risk factor is that several holdings face revenue or profitability challenges and potential overbought or valuation concerns, which could increase volatility for investors.
Positive Factors
Solid Year-To-Date Results
The ETF has delivered positive year-to-date performance, showing it has held up reasonably well so far this year.
Several Strong Top Holdings
Some of the largest positions, such as Pool, Reliance Steel, WillScot Mobile Mini, and Liberty Oilfield Services, have shown strong gains, helping support the fund’s overall returns.
Broad Sector Diversification Within Small Caps
Holdings spread across industrials, technology, financials, health care, and other sectors help reduce the impact if any single industry struggles.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns are eaten up by costs compared with many low-cost ETFs.
Mixed Performance Among Top Holdings
Several key positions, including SS&C Technologies, Morningstar, Paylocity, and Freshworks, have shown weak performance, which can drag on the ETF’s results.
Very Heavy U.S. Concentration
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. small-cap market.

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

SMLL Summary

The Harbor Active Small Cap ETF (SMLL) invests in a wide mix of smaller U.S. companies and does not track a set index, giving its managers flexibility to pick stocks they believe have strong growth potential. It focuses on small-cap businesses across many sectors, including industrials, technology, and financials, with holdings like SS&C Technologies and Pool Corporation. Someone might consider this ETF to seek higher long-term growth and to diversify beyond large, well-known companies. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can rise and fall 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

SMLL leans heavily into U.S. small caps, with an industrials-and-financials backbone that gives the fund a cyclical, economically sensitive feel. Liberty Energy has been one of the bright spots, helping to pull returns higher, while Douglas Dynamics and Remitly are quietly adding support with steadier, if sometimes choppy, gains. On the flip side, Pool and WillScot Mobile Mini have been losing steam, acting as noticeable drags. Morningstar and SS&C show mixed signals, underscoring that this is an active, stock-picking story rather than a broad market clone.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Pool4.59%$597.21K$7.41B-30.75%
65
Neutral
Reliance Steel4.40%$572.82K$15.86B17.00%
74
Outperform
Douglas Dynamics3.73%$485.36K$982.49M95.41%
68
Neutral
Wintrust Financial3.71%$482.36K$9.45B47.58%
78
Outperform
Liberty Energy3.58%$465.83K$4.61B184.40%
69
Neutral
Remitly Global3.38%$439.99K$3.37B-14.10%
66
Neutral
WillScot Mobile Mini Holdings3.33%$433.43K$3.30B-20.58%
69
Neutral
Morningstar3.19%$415.08K$6.99B-30.82%
76
Outperform
United Bankshares3.05%$396.66K$5.91B34.63%
80
Outperform
SS&C Technologies Holdings2.95%$384.34K$16.63B-4.29%
78
Outperform

SMLL Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
19.76
Negative
100DMA
19.90
Negative
200DMA
20.45
Negative
Market Momentum
MACD
-0.22
Negative
RSI
48.06
Neutral
STOCH
82.00
Negative
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 19.07, equal to the 50-day MA of 19.76, and equal to the 200-day MA of 20.45, indicating a neutral trend. The MACD of -0.22 indicates Negative momentum. The RSI at 48.06 is Neutral, neither overbought nor oversold. The STOCH value of 82.00 is Negative, 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
$12.89M0.80%
63
Neutral
$80.09M0.75%
70
Neutral
$57.62M0.74%
65
Neutral
$23.25M0.74%
72
Outperform
$22.43M0.85%
68
Neutral
$21.86M0.49%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMLL
Harbor Active Small Cap ETF
19.16
0.84
4.59%
AFSM
First Trust Active Factor Small Cap ETF
SYZ
Lazard US Systematic Small Cap Equity ETF
ALIL
Argent Focused Small Cap ETF
FTKI
First Trust Small Cap BuyWrite Income ETF
ESSC
Eventide Small Cap 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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