EPMV
Harbor Mid Cap Value ETF
📎 Investment Objective
The Harbor Mid Cap Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of mid-capitalization U.S. companies that are undervalued relative to their peers.
Overview
ETF tracking Harbor Mid Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Harbor Mid Cap Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of mid-capitalization U.S. companies that are undervalued relative to their peers.
🎯 Investment Strategy
The fund invests primarily in the common stocks of mid-cap companies that the investment manager believes are undervalued. The manager uses a bottom-up, fundamental research process to identify companies that have the potential for capital appreciation.
✨ Key Features
- Focuses on mid-cap U.S. companies with attractive valuations
- Actively managed by an experienced investment team
- Aims to provide exposure to the mid-cap value segment of the market
- Relatively low expense ratio compared to similar actively managed funds
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector risk: The fund may have significant exposure to certain sectors, which could increase volatility
- Style risk: The fund's value-oriented investment approach may underperform growth-oriented strategies
- Liquidity risk: Investments in mid-cap companies may be less liquid than large-cap stocks
👤 Best For
The Harbor Mid Cap Value ETF may be suitable for investors seeking long-term capital appreciation through exposure to undervalued mid-cap U.S. companies. It may be most appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.