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EPSB - AI Analysis
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Harbor SMID Cap Core ETF (EPSB)
Rating:69Neutral
Price Target:
$25.00
Positive Factors
Strong Top Holdings
Several top positions, such as Monolithic Power and Woodward, have delivered strong year-to-date performance, boosting the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating strong overall momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to similar funds, which can eat into investor returns over time.
Over-Concentration in U.S. Market
With over 98% of its exposure in U.S. companies, the fund lacks geographic diversification and is vulnerable to domestic market risks.
Underperforming Holding
Archrock, one of the top holdings, has shown negative year-to-date performance, which could weigh on the fund’s overall returns.
EPSB vs. SPDR S&P 500 ETF (SPY)
AUM3.38M
RegionNorth America
Expense Ratio0.88%
Beta0.96
IssuerHarbor
Inception DateMay 01, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume81
30 Day Avg. Volume83
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
25.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering57
EPSB Summary
The Harbor SMID Cap Core ETF (EPSB) is an actively managed fund that focuses on small- and mid-sized companies in the United States. It includes businesses from various sectors like technology, industrials, and financials, offering exposure to companies that are agile and positioned for growth. Some of its top holdings include CBRE Group and Woodward, which are well-known names in their industries. This ETF might appeal to investors looking for diversification and the potential for higher returns by investing in smaller, dynamic companies. However, new investors should be aware that small- and mid-cap stocks can be more volatile than larger companies, meaning their prices can fluctuate significantly.
How much will it cost me?The Harbor SMID Cap Core ETF (EPSB) has an expense ratio of 0.88%, meaning you’ll pay $8.80 per year for every $1,000 invested. This cost is higher than average because the fund is actively managed, requiring more research and oversight to select and monitor its portfolio of small- and mid-cap companies.
What would affect this ETF?The Harbor SMID Cap Core ETF (EPSB), with its focus on small- and mid-cap U.S. companies, could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that disproportionately affect these agile but less established firms. Regulatory changes or shifts in consumer demand could also impact key sectors like financials and consumer cyclical industries.
EPSB Top 10 Holdings
The Harbor SMID Cap Core ETF is leaning heavily on industrials, which make up over a quarter of its portfolio, with names like Ryder System and GATX showing mixed performance. Ryder’s steady cash flow and strategic initiatives are helping the fund, while GATX’s maintenance costs and European challenges are holding it back. Technology stocks like Monolithic Power are rising stars, driving gains with strong growth and innovation. Meanwhile, real estate exposure through CBRE is losing steam, tempering overall returns. With its focus on U.S. small- and mid-cap companies, the fund offers a dynamic but concentrated play on the extended market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Woodward | 3.62% | $122.13K | $15.92B | 61.80% | 74 Outperform | |
| CBRE Group | 3.00% | $101.21K | $45.50B | 16.74% | 69 Neutral | |
| Huntington Ingalls | 2.82% | $95.08K | $12.52B | 72.51% | 74 Outperform | |
| Teledyne Technologies | 2.70% | $91.12K | $24.31B | 13.71% | 72 Outperform | |
| Raymond James Financial | 2.69% | $90.88K | $31.51B | 6.63% | 78 Outperform | |
| Houlihan Lokey | 2.58% | $86.89K | $14.02B | 15.35% | 77 Outperform | |
| Archrock | 2.48% | $83.57K | $4.46B | 26.92% | 79 Outperform | |
| Moog | 2.40% | $81.08K | $6.62B | 10.52% | 78 Outperform | |
| Reinsurance Group | 2.39% | $80.51K | $12.49B | -10.46% | 66 Neutral | |
| Cf Industries Holdings | 2.39% | $80.49K | $13.41B | 0.70% | 71 Outperform |
EPSB Technical Analysis
Negative
―
Price Trends
22.62
Negative
22.20
Positive
Market Momentum
0.05
Positive
46.25
Neutral
31.89
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPSB, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.66, equal to the 50-day MA of 22.62, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 46.25 is Neutral, neither overbought nor oversold. The STOCH value of 31.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EPSB.
EPSB Peer Comparison
Comparison Results
Performance Comparison
EPSB
Harbor SMID Cap Core ETF
22.49
2.35
11.67%
SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
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ASCE
Allspring SMID Core ETF
―
―
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HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
―
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SAEF
Schwab Ariel ESG ETF
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―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield 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.
Disclaimer
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.Date of analysis: ―
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