EPSB
Harbor SMID Cap Core ETF
📎 Investment Objective
The Harbor SMID Cap Core ETF seeks to provide investment results that correspond, before fees and expenses, to the performance of the Russell 2500 Index, which measures the performance of the small-to-mid cap segment of the U.S. equity universe.
Overview
ETF tracking Harbor SMID Cap Core ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Harbor SMID Cap Core ETF seeks to provide investment results that correspond, before fees and expenses, to the performance of the Russell 2500 Index, which measures the performance of the small-to-mid cap segment of the U.S. equity universe.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) investment approach, attempting to track the performance of the underlying index. The fund generally invests in all of the securities that make up the index in proportion to their weightings in the index.
✨ Key Features
- Provides exposure to small-to-mid cap U.S. equities
- Passively managed to track the Russell 2500 Index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the value of the securities it holds
- Tracking error risk: The fund may not perfectly track the underlying index
- Liquidity risk: Smaller companies may have less trading volume and liquidity than larger companies
- Concentration risk: The fund is concentrated in the small-to-mid cap segment of the market
👤 Best For
The Harbor SMID Cap Core ETF may be suitable for investors seeking broad exposure to the small-to-mid cap segment of the U.S. equity market as part of a diversified portfolio. Due to the fund's limited performance history, it may be more appropriate for investors with a longer-term investment horizon who are comfortable with the risks associated with small-to-mid cap stocks.