AEMG - ETF AI Analysis
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Harbor AlphaEdge Mid Cap Growth ETF (AEMG)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, including Comfort Systems, Marathon Petroleum, and key technology names, have shown strong gains so far this year, helping support the fund’s results.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as technology, industrials, health care, financials, and consumer-related industries, which helps reduce the impact of weakness in any single area.
Moderate Expense Ratio
The fund’s expense ratio is relatively moderate for an actively managed mid-cap growth strategy, which helps keep more of the potential returns in investors’ hands compared with higher-cost options.
Negative Factors
Recent Negative Year-to-Date Performance
The ETF’s overall performance has been weak so far this year, meaning investors have experienced a decline despite some strong individual holdings.
High U.S. Market Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification and making returns highly sensitive to the U.S. market.
Meaningful Single-Stock Exposure
The largest positions each represent a noticeable share of the portfolio, so any sharp downturn in these individual stocks could have a significant impact on the fund’s performance.
AEMG vs. SPDR S&P 500 ETF (SPY)
AUM2.02M
RegionNorth America
Expense Ratio0.38%
Beta0.80
IssuerHarbor
Inception DateAug 26, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26
30 Day Avg. Volume3,530
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
23.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering126
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AEMG Summary
Harbor AlphaEdge Mid Cap Growth ETF (AEMG) is a U.S. stock fund that focuses on medium‑sized companies with strong growth potential instead of tracking a fixed index. It spreads investments across many sectors, with a tilt toward technology and industrials. Well‑known holdings include Snowflake and Marathon Petroleum. Someone might invest in AEMG to add growth and diversification beyond large, well‑known blue‑chip stocks, aiming for higher long‑term returns. However, because it targets growth‑oriented mid‑cap companies and is actively managed, its price can be more volatile and may go up and down more than the broader market.
How much will it cost me?This ETF has an expense ratio of 0.38%, which means you’ll pay about $3.80 per year for every $1,000 you invest. That’s a bit higher than the average stock ETF because it’s actively managed, with professionals selecting mid-cap growth companies rather than simply tracking an index.
What would affect this ETF?This ETF focuses on U.S. mid‑cap growth companies, with a heavy tilt toward technology and industrials, so it could benefit if the economy expands, business spending on software and equipment stays strong, and interest rates stabilize or fall, which often supports growth stocks like Snowflake, Datadog, and other tech names. On the downside, higher interest rates, an economic slowdown in the U.S., or tighter regulations affecting tech, energy, or financial firms could hurt these sectors and make the fund’s more volatile, growth‑oriented holdings decline more than the broader market.
AEMG Top 10 Holdings
AEMG is leaning hard into U.S. mid-cap growth, with tech and software names setting the tone. Datadog, NetApp, Snowflake, and Manhattan Associates are the main engines, riding steady to rising momentum as investors bet on AI, cloud, and digital infrastructure. Teradyne adds a semiconductor testing twist, though its recent performance has been more mixed. On the flip side, Comfort Systems and Ameriprise have been losing a bit of steam, while Expedia’s choppy path has occasionally dragged on returns. Overall, the fund’s story is tech-forward, U.S.-centric, and growth-focused.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 4.61% | $92.51K | $63.98B | 122.64% | 80 Outperform | |
| Marathon Petroleum | 3.76% | $75.42K | $121.42B | 129.11% | 66 Neutral | |
| Snowflake | 3.27% | $65.76K | $118.52B | 34.27% | 54 Neutral | |
| Teradyne | 2.81% | $56.46K | $67.28B | 197.59% | 71 Outperform | |
| Ameriprise Financial | 2.61% | $52.46K | $43.87B | 1.31% | 64 Neutral | |
| Datadog | 2.57% | $51.69K | $99.91B | 80.07% | 69 Neutral | |
| Expedia | 2.11% | $42.41K | $31.21B | 22.44% | 80 Outperform | |
| Manhattan Associates | 2.06% | $41.30K | $11.83B | 1.96% | 75 Outperform | |
| Dexcom | 1.99% | $40.06K | $31.47B | 24.37% | 79 Outperform | |
| NetApp | 1.89% | $38.04K | $44.87B | 87.53% | 76 Outperform |
AEMG Technical Analysis
Positive
―
Price Trends
Market Momentum
0.22
Negative
57.84
Neutral
92.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AEMG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.55, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.22 indicates Negative momentum. The RSI at 57.84 is Neutral, neither overbought nor oversold. The STOCH value of 92.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AEMG.
AEMG Peer Comparison
Comparison Results
Performance Comparison
AEMG
Harbor AlphaEdge Mid Cap Growth ETF
20.04
0.32
1.62%
KMID
Virtus KAR Mid-Cap ETF
―
―
―
TSCM
TimesSquare Quality Mid Cap Growth ETF
―
―
―
MMID
MFS Active Mid Cap ETF
―
―
―
JMID
Janus Henderson Mid Cap Growth Alpha ETF
―
―
―
FEMG
Fidelity Enhanced Mid Cap Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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