SMLL

Harbor Active Small Cap ETF

$19.61
+0.00%
Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The Harbor Active Small Cap ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. companies.

Overview

ETF tracking Harbor Active Small Cap ETF

Category Small Cap
Issuer Other
Inception Date 2024-08-28
Market Cap $20.6M
Average Volume N/A
Dividend Yield 0.58%
52-Week Range $17.93 - $23.45
VWAP $19.57

Performance

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Investment Summary

📎 Investment Objective

The Harbor Active Small Cap ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. companies.

🎯 Investment Strategy

The fund employs an active management strategy, utilizing fundamental research to identify small-cap stocks that the portfolio managers believe are undervalued and have the potential for growth. The fund's portfolio is constructed with the goal of outperforming the Russell 2000 Index over the long term.

✨ Key Features

  • Actively managed small-cap equity portfolio
  • Focuses on identifying undervalued small-cap stocks with growth potential
  • Aims to outperform the Russell 2000 Index benchmark
  • Diversified exposure to the small-cap segment of the U.S. equity market

⚠️ Primary Risks

  • Small-cap stocks may be more volatile and less liquid than large-cap stocks
  • Active management style carries the risk of underperforming the benchmark
  • Concentration in a specific market capitalization range increases portfolio risk
  • Potential for higher turnover and trading costs compared to passive index funds

👤 Best For

The Harbor Active Small Cap ETF may be suitable for investors seeking long-term capital appreciation through exposure to the small-cap segment of the U.S. equity market. This fund may be appropriate for investors with a higher risk tolerance who are willing to accept the increased volatility associated with small-cap stocks in exchange for the potential for higher returns.