EPMV - ETF AI Analysis
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Harbor Mid Cap Value ETF (EPMV)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum for investors.
Leading Holdings With Strong Gains
Several of the largest positions, such as Flex, ON Semiconductor, and Avnet, have delivered strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, financials, technology, and consumer-related companies, help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers very little geographic diversification and is highly tied to the U.S. market.
Some Lagging Top Holdings
A few key positions, including Synopsys, Intercontinental Exchange, Stifel Financial, and CBRE Group, have shown weak or negative year-to-date performance, which can weigh on overall results.
EPMV vs. SPDR S&P 500 ETF (SPY)
AUM4.62M
RegionNorth America
Expense Ratio0.88%
Beta0.80
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.26%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5
30 Day Avg. Volume101
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
30.65Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPMV Summary
The 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 40–70 stocks across many sectors, including industrials, financials, and technology. Well-known holdings include Cummins and Darden Restaurants. Someone might consider this ETF to seek long-term growth and income while spreading money across many mid-sized companies instead of picking individual stocks. A key risk is that these mid-cap value stocks can be volatile and may fall in price along with the broader stock 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 U.S.-focused mid-cap value ETF leans heavily on tech and industrial names, with Flex and ON Semiconductor doing much of the heavy lifting as their shares keep climbing on solid growth stories. Synopsys and Avnet are also contributing, though their momentum looks a bit more measured. On the flip side, Intercontinental Exchange and Stifel Financial are losing steam, while Huntington Ingalls has been dragging the fund with weaker recent trading. Overall, performance is being driven by a concentrated mix of mid-cap tech and industrial plays rather than broad-based strength.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 6.51% | $300.04K | $55.66B | 244.99% | 74 Outperform | |
| ON Semiconductor | 3.81% | $175.42K | $45.95B | 123.86% | 73 Outperform | |
| Cummins | 3.43% | $158.25K | $89.86B | 106.55% | 72 Outperform | |
| Synopsys | 2.59% | $119.47K | $89.01B | -4.35% | 73 Outperform | |
| Nextpower Inc | 2.24% | $103.02K | $19.77B | 122.92% | 78 Outperform | |
| Avnet | 2.17% | $100.18K | $7.12B | 68.83% | 67 Neutral | |
| Intercontinental Exchange | 2.16% | $99.62K | $80.02B | -20.98% | 80 Outperform | |
| Darden Restaurants | 2.08% | $95.69K | $22.69B | -10.79% | 76 Outperform | |
| Stifel Financial | 2.05% | $94.27K | $10.85B | 9.89% | 75 Outperform | |
| CSX | 2.01% | $92.71K | $87.31B | 47.31% | 78 Outperform |
EPMV Technical Analysis
Positive
―
Price Trends
25.27
Positive
24.63
Positive
23.45
Positive
Market Momentum
0.37
Positive
60.65
Neutral
20.29
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 26.18, equal to the 50-day MA of 25.27, and equal to the 200-day MA of 23.45, indicating a bullish trend. The MACD of 0.37 indicates Positive momentum. The RSI at 60.65 is Neutral, neither overbought nor oversold. The STOCH value of 20.29 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
26.55
5.65
27.03%
KMID
Virtus KAR Mid-Cap ETF
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TSCM
TimesSquare Quality Mid Cap Growth ETF
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MMID
MFS Active Mid Cap ETF
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JMID
Janus Henderson Mid Cap Growth Alpha ETF
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MCDS
JPMorgan Fundamental Data Science Mid Core 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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