AEMC - ETF AI Analysis
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Harbor AlphaEdge Mid Cap Core ETF (AEMC)
AEMC, the Harbor AlphaEdge Mid Cap Core ETF, earns a solid overall rating thanks to several strong mid-cap holdings with healthy financial performance and growth prospects. Standout positions like Comfort Systems USA, United Therapeutics, Snap-on, and NetApp support the fund’s quality through robust revenue growth, positive earnings calls, and generally bullish outlooks, while a few names such as Ameriprise Financial introduce some drag with weaker revenue trends and bearish technical signals. The main risk factor is that many top holdings share exposure to valuation concerns or technical caution, which could increase volatility if market conditions turn against mid-cap growth stocks.
AEMC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.02M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 0.33
- Issuer
- Harbor
- Inception Date
- Aug 26, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AEMC Summary
Harbor AlphaEdge Mid Cap Core ETF (AEMC) is a fund that invests in medium‑sized U.S. companies, aiming for long‑term growth from the “middle” of the stock market. It doesn’t track a specific index, but follows a broad mid‑cap theme across many sectors, including technology, financials, and industrials. Well‑known holdings include Marathon Petroleum and Ameriprise Financial. Investors might consider AEMC to diversify their portfolio beyond just large, household‑name stocks while still seeking growth potential. A key risk is that mid‑cap stocks can be more volatile than large companies, so the ETF’s value can go up and down with the market.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because this fund is actively managed rather than simply tracking a benchmark.
What would affect this ETF?
This U.S. mid-cap ETF could benefit if the American economy grows steadily, supporting sectors like technology, industrials, and financials, and if interest rates eventually ease, which can help companies such as Ameriprise Financial, State Street, and NetApp. On the downside, higher-for-longer interest rates, slower U.S. growth, or sector-specific issues in energy and financials could weigh on key holdings like Marathon Petroleum and the fund’s broader mix of mid-sized companies.
AEMC Top 10 Holdings
AEMC leans on a mix of industrial and tech workhorses, with names like NetApp and Ametek quietly powering returns thanks to rising momentum in cloud, AI, and specialized equipment. United Therapeutics adds a healthy dose of biotech strength, while IDEX helps keep the industrial side of the portfolio humming. On the flip side, Comfort Systems and Ameriprise have been lagging lately, acting as mild brakes on performance rather than full-on drags. Overall, the fund is broadly diversified across U.S. mid-cap sectors, with no single theme or stock dominating the story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MPC | Marathon Petroleum | 4.11% | $83.04K | $124.89B | 127.33% | 66Neutral |
 AMP | Ameriprise Financial | 2.91% | $58.75K | $43.36B | 8.09% | 64Neutral |
 IEX | IDEX | 2.82% | $56.96K | $17.18B | 37.31% | 75Outperform |
 STT | State Street | 2.50% | $50.56K | $46.19B | 47.34% | 75Outperform |
 NTAP | NetApp | 2.50% | $50.46K | $39.12B | 72.35% | 76Outperform |
 SNA | Snap-on | 2.41% | $48.77K | $18.35B | 5.04% | 78Outperform |
 FIX | Comfort Systems | 2.36% | $47.74K | $43.13B | 27.96% | 80Outperform |
 CCK | Crown Holdings | 2.27% | $45.86K | $12.88B | 24.07% | 73Outperform |
 UTHR | United Therapeutics | 2.26% | $45.70K | $25.68B | 32.01% | 79Outperform |
 CHE | Chemed | 2.20% | $44.44K | $6.96B | 17.67% | 68Neutral |
AEMC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AEMC, the sentiment is Negative. The current price of 19.97 is below the 20-day moving average (MA) of 20.03, compared to the 50-day MA of , and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 49.04 is Neutral, neither overbought nor oversold. The STOCH value of 60.94 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AEMC.
AEMC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AEMC | $19.97 | $22.00(10.18% Upside) | $2.02M | 0.35% | 71Outperform |
 KMID | $24.37 | $28.89(18.54% Upside) | $52.99M | 0.80% | 71Outperform |
 MMID | $27.47 | $31.70(15.41% Upside) | $37.52M | 0.59% | 68Neutral |
 SMCP | $25.65 | $29.60(15.41% Upside) | $13.56M | 0.79% | 71Outperform |
 TMID | $25.62 | $31.29(22.11% Upside) | $11.68M | 0.47% | 63Neutral |
 MCDS | $67.16 | $79.53(18.41% Upside) | $8.16M | 0.35% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AEMC | Harbor AlphaEdge Mid Cap Core ETF | 19.97 | -0.25 | -1.23% | |
| KMID | Virtus KAR Mid-Cap ETF | 24.37 | 0.09 | 0.36% | |
| MMID | MFS Active Mid Cap ETF | 27.47 | 3.17 | 13.05% | |
| SMCP | SMART Mid Cap ETF | 25.65 | 0.78 | 3.14% | |
| TMID | T. Rowe Price Mid Cap Equity Research ETF | 25.62 | 0.37 | 1.48% | |
| MCDS | JPMorgan Fundamental Data Science Mid Core ETF | 67.16 | 10.09 | 17.67% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.