EPMV - ETF AI Analysis
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Harbor Mid Cap Value ETF (EPMV)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Leading Holdings Showing Solid Momentum
Several of the largest positions, such as Flex, Applied Materials, and Avnet, have posted strong performance, helping drive the fund’s returns.
Broad Sector Diversification Within Mid-Caps
Holdings spread across industrials, financials, technology, consumer sectors, and more help reduce the impact if any single industry runs into trouble.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return is eaten up by costs compared with many other ETFs.
Concentrated in U.S. Stocks
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. economy.
Mixed Performance Among Top Holdings
Some major positions, including Stifel Financial and Intercontinental Exchange, have shown weak or negative performance, which can drag on overall results.
EPMV vs. SPDR S&P 500 ETF (SPY)
AUM4.49M
RegionNorth America
Expense Ratio0.88%
Beta0.76
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume233
30 Day Avg. Volume166
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
31.49Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPMV Summary
Harbor Mid Cap Value ETF (EPMV) is an actively managed fund that invests in medium‑sized U.S. companies that its managers believe are currently undervalued. It doesn’t track a set index, but instead picks about 40–70 stocks across many sectors, including industrials, financials, and technology. Well-known holdings include Cummins and CSX. Investors might consider this ETF for diversification and the potential long-term growth of solid, established companies that still have room to expand. However, because it focuses on mid-sized value stocks and is actively managed, its price can go up and down more than the overall market.
How much will it cost me?The Harbor Mid Cap Value ETF (EPMV) has an expense ratio of 0.88%, which means you’ll pay $8.80 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and analysis to select undervalued mid-cap companies. Active management typically involves higher costs compared to passively managed ETFs that track an index.
What would affect this ETF?The Harbor Mid Cap Value ETF (EPMV) could benefit from a strong U.S. economy, as its focus on undervalued mid-cap companies with growth potential aligns with sectors like financials, technology, and consumer cyclical, which often perform well during economic expansion. However, rising interest rates or economic slowdowns could negatively impact mid-cap companies and sectors like real estate and consumer discretionary, which are sensitive to borrowing costs and consumer spending. Regulatory changes or shifts in market sentiment toward value investing could also influence the ETF's performance.
EPMV Top 10 Holdings
This mid-cap value ETF leans heavily on U.S. industrials and tech, with names like Flex and Avnet quietly powering returns as their stocks keep rising despite some mixed signals under the hood. Applied Materials and ON Semiconductor add a clear semiconductor tilt, giving the fund a growth engine even as their momentum has cooled recently. On the flip side, Cummins and Synopsys have been lagging, acting like a bit of a brake on performance. Financials such as Intercontinental Exchange provide steadier ballast, helping smooth out the ride in this all‑U.S. portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 3.55% | $159.22K | $43.32B | 86.04% | 74 Outperform | |
| Cummins | 2.86% | $128.10K | $72.67B | 27.05% | 72 Outperform | |
| Synopsys | 2.81% | $126.10K | $96.30B | 11.44% | 73 Outperform | |
| IQVIA Holdings | 2.70% | $120.96K | $43.16B | 27.31% | 73 Outperform | |
| Avnet | 2.55% | $114.14K | $7.99B | 93.32% | 67 Neutral | |
| ON Semiconductor | 2.54% | $113.96K | $29.59B | 54.80% | 73 Outperform | |
| Intercontinental Exchange | 2.44% | $109.49K | $88.37B | -1.17% | 80 Outperform | |
| Raymond James Financial | 2.23% | $100.01K | $30.52B | -3.56% | 76 Outperform | |
| Darden Restaurants | 2.20% | $98.48K | $22.58B | 9.95% | 76 Outperform | |
| Reinsurance Group | 2.14% | $96.10K | $16.98B | 31.13% | 74 Outperform |
EPMV Technical Analysis
Positive
―
Price Trends
26.30
Negative
26.48
Negative
25.36
Positive
Market Momentum
-0.15
Negative
45.80
Neutral
61.51
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPMV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.55, equal to the 50-day MA of 26.30, and equal to the 200-day MA of 25.36, indicating a neutral trend. The MACD of -0.15 indicates Negative momentum. The RSI at 45.80 is Neutral, neither overbought nor oversold. The STOCH value of 61.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPMV.
EPMV Peer Comparison
Comparison Results
Performance Comparison
EPMV
Harbor Mid Cap Value ETF
25.64
3.64
16.55%
KMID
Virtus KAR Mid-Cap ETF
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TSCM
TimesSquare Quality Mid Cap Growth ETF
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FEMV
Fidelity Enhanced Mid Cap Value ETF
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AEMV
Harbor AlphaEdge Mid Cap Value ETF
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HWMV
Hotchkis & Wiley Mid-Cap Value Fund ETF
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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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