EPSV
Harbor SMID Cap Value ETF
📎 Investment Objective
The Harbor SMID Cap Value ETF (EPSV) seeks to provide long-term capital appreciation by investing in a portfolio of small- and mid-cap value stocks.
Overview
ETF tracking Harbor SMID Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Harbor SMID Cap Value ETF (EPSV) seeks to provide long-term capital appreciation by investing in a portfolio of small- and mid-cap value stocks.
🎯 Investment Strategy
The fund employs a value-oriented investment approach, seeking to invest in companies that are trading at a discount to their intrinsic value. The portfolio managers use fundamental analysis to identify undervalued companies with strong balance sheets, stable cash flows, and the potential for future growth.
✨ Key Features
- Focuses on small- and mid-cap value stocks, which can provide exposure to companies that may be overlooked by the broader market
- Actively managed by experienced portfolio managers who aim to identify undervalued companies with strong fundamentals
- Diversified portfolio of 40-60 holdings to manage risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions or other factors
- Sector risk: The fund's performance may be sensitive to developments in specific sectors or industries
- Small- and mid-cap risk: Smaller companies may be more volatile and less liquid than larger companies
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented or other investment styles
👤 Best For
The Harbor SMID Cap Value ETF may be suitable for investors seeking long-term capital appreciation through exposure to small- and mid-cap value stocks. Investors should have a moderate to high risk tolerance and a long-term investment horizon of at least 5-10 years.