EPMB - ETF AI Analysis
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Harbor Mid Cap Core ETF (EPMB)
EPMB, the Harbor Mid Cap Core ETF, earns a solid overall rating thanks to strong, well-diversified holdings like Woodward (WWD) and Renaissancere Holdings (RNR), which show robust financial performance, shareholder-friendly actions, and positive outlooks. Other key positions such as IQVIA (IQV) and Reinsurance Group of America (RGA) add to the fund’s quality with strong earnings and strategic growth, while names like Arrow Electronics (ARW) and Republic Services (RSG) introduce some caution due to bearish technical signals and specific segment challenges. The main risk factor is valuation and potential overbought conditions across several holdings, which could make the ETF more sensitive to market pullbacks.
EPMB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.69M
- Region
- North America
- Expense Ratio
- 0.88%
- Beta
- 0.77
- Issuer
- Harbor
- Inception Date
- May 01, 2025
- Dividend Yield
- 1.55%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
EPMB Summary
Harbor Mid Cap Core ETF (EPMB) is an actively managed fund that invests in medium‑sized U.S. companies, aiming for a mix of growth and stability. It doesn’t track a specific index, but instead picks 50–70 mid-cap stocks across many sectors, including industrials, technology, financials, and health care. Well-known names in the fund include Cummins and Ross Stores. Someone might invest in EPMB to diversify beyond large, well-known companies and tap into the growth potential of mid-sized businesses. A key risk is that mid-cap stocks can be more volatile than large caps, so the value of the ETF can go up and down with the market.
How much will it cost me?
This ETF has an expense ratio of 0.88%, which means you’ll pay about $8.80 per year for every $1,000 invested. That’s higher than the average ETF cost because it’s actively managed, with professionals selecting and researching mid-cap stocks rather than simply tracking an index.
What would affect this ETF?
This ETF could benefit if the U.S. economy grows steadily, supporting mid-sized industrial, technology, and financial companies, and if innovation and business investment stay strong for holdings like Keysight Technologies and IQVIA. On the downside, higher interest rates, an economic slowdown, or tighter financial and health care regulations could hurt mid-cap stocks and weigh on key holdings, while its focus on U.S. companies means it is sensitive to domestic policy changes and market volatility.
EPMB Top 10 Holdings
Harbor Mid Cap Core leans heavily into U.S. industrials and tech, and that mix is shaping returns. Entegris and Keysight are doing much of the heavy lifting, riding strong momentum in semiconductor and testing demand. Twilio has been a volatile but rising force, adding some growth flair from the software side. On the flip side, Woodward and Cummins have been losing a bit of steam lately, softening the industrial story, while Ross Stores looks more steady than exciting. Overall, it’s a U.S.-centric, mid-cap blend with a clear tilt toward tech and industrial engines.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ENTG | Entegris | 3.20% | $150.08K | $23.59B | 76.45% | 66Neutral |
 KEYS | Keysight Technologies | 3.17% | $148.43K | $52.30B | 75.17% | 77Outperform |
 WWD | Woodward | 2.65% | $124.08K | $17.99B | 14.75% | 79Outperform |
 IQV | IQVIA Holdings | 2.61% | $122.40K | $44.06B | 23.50% | 73Outperform |
 RGA | Reinsurance Group | 2.35% | $110.12K | $17.29B | 40.07% | 74Outperform |
 ARW | Arrow Electronics | 2.21% | $103.61K | $10.61B | 84.00% | 64Neutral |
 CMI | Cummins | 2.11% | $98.94K | $68.84B | 14.15% | 72Outperform |
 MAS | Masco | 2.10% | $98.46K | $15.54B | 24.08% | 53Neutral |
 ROST | Ross Stores | 2.06% | $96.40K | $72.92B | 44.42% | 80Outperform |
 RSG | Republic Services | 2.03% | $94.98K | $74.73B | 16.25% | 72Outperform |
EPMB Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPMB, the sentiment is Positive. The current price of 26.33 is above the 20-day moving average (MA) of 26.19, above the 50-day MA of 26.20, and above the 200-day MA of 25.61, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 52.37 is Neutral, neither overbought nor oversold. The STOCH value of 80.98 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPMB.
EPMB Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EPMB | $26.33 | $29.00(10.15% Upside) | $4.69M | 0.88% | 71Outperform |
 KMID | $24.37 | $28.88(18.52% Upside) | $52.99M | 0.80% | 71Outperform |
 MMID | $27.47 | $31.72(15.47% Upside) | $37.52M | 0.59% | 68Neutral |
 SMCP | $25.65 | $29.55(15.20% Upside) | $13.56M | 0.79% | 71Outperform |
 TMID | $25.62 | $31.65(23.55% Upside) | $11.68M | 0.47% | 63Neutral |
 MCDS | $67.16 | $79.37(18.19% Upside) | $8.16M | 0.35% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EPMB | Harbor Mid Cap Core ETF | 26.33 | 4.54 | 20.82% | |
| 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.