VLLU
Harbor AlphaEdge Large Cap Value ETF
📎 Investment Objective
The Harbor AlphaEdge Large Cap Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of large-capitalization U.S. companies that are undervalued relative to their intrinsic worth.
Overview
ETF tracking Harbor AlphaEdge Large Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Harbor AlphaEdge Large Cap Value ETF seeks to provide long-term capital appreciation by investing in a portfolio of large-capitalization U.S. companies that are undervalued relative to their intrinsic worth.
🎯 Investment Strategy
The fund uses a quantitative, rules-based approach to identify and invest in large-cap U.S. stocks that exhibit characteristics of value, such as low price-to-earnings, price-to-book, and price-to-cash flow ratios. The portfolio is diversified across sectors and rebalanced periodically to maintain the desired value tilt.
✨ Key Features
- Focuses on large-cap U.S. stocks with a value orientation
- Utilizes a quantitative, rules-based investment process
- Diversified portfolio across sectors
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Value investing risk: The fund's value-focused investment approach may underperform growth-oriented or other investment styles
- Concentration risk: The fund's performance may be more volatile due to its focus on a specific market capitalization or sector
- Liquidity risk: The fund may have difficulty selling certain holdings, which could affect performance
👤 Best For
The Harbor AlphaEdge Large Cap Value ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. Investors with a moderate risk tolerance and a long-term investment horizon may find this fund appropriate.