EPSB - ETF AI Analysis
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Harbor SMID Cap Core ETF (EPSB)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its strategy.
Leading Holdings Performing Well
Most of the top positions, including several industrial and technology names, have delivered strong year-to-date results that support the fund’s overall performance.
Diversified Sector Mix Within U.S. Stocks
Holdings spread across industrials, technology, financials, and several other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment returns go toward costs instead of staying with investors.
Small Asset Base
With a modest amount of money invested in the fund, investors may face higher trading spreads and a greater risk the ETF could be closed in the future.
Heavy U.S. Concentration
The ETF is almost entirely invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
EPSB vs. SPDR S&P 500 ETF (SPY)
AUM4.74M
RegionNorth America
Expense Ratio0.88%
Beta0.77
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.13%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume290
30 Day Avg. Volume601
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
30.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering57
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPSB Summary
Harbor SMID Cap Core ETF (EPSB) is an actively managed fund that focuses on small- and mid-sized U.S. companies, rather than tracking a set index. It spreads investments across many areas of the economy, with a lot in industrial and technology businesses. Well-known holdings include Teledyne Technologies and CBRE Group. Investors might consider this ETF if they want growth potential from smaller, fast-moving companies while still staying diversified across sectors. However, because it invests in smaller companies and is concentrated in certain sectors, its price can move up and down more sharply than the overall market.
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
EPSB leans heavily into U.S. industrials and tech, with names like Woodward and Moog acting as powerful engines, both rising on solid earnings and upbeat outlooks in aerospace and defense. On the tech side, FormFactor and ON Semiconductor have been standout winners, giving the fund a strong tailwind from chip-related growth. Archrock and Valmont add steady support from energy and infrastructure, while Teledyne and Arrow Electronics look more mixed, occasionally tapping the brakes. Overall, this is a U.S.-focused, SMID-cap story driven by a handful of high-conviction industrial and semiconductor bets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Woodward | 3.67% | $177.01K | $24.91B | 67.05% | 79 Outperform | |
| Moog | 3.66% | $176.58K | $13.26B | 133.88% | 73 Outperform | |
| Archrock | 2.86% | $137.86K | $6.45B | 57.84% | 79 Outperform | |
| Ryder System | 2.79% | $134.66K | $10.09B | 56.25% | 73 Outperform | |
| Teledyne Technologies | 2.76% | $132.96K | $30.21B | 27.06% | 71 Outperform | |
| Formfactor | 2.57% | $124.25K | $9.63B | 196.15% | 68 Neutral | |
| Valmont | 2.49% | $120.15K | $10.78B | 66.88% | 71 Outperform | |
| Snap-on | 2.33% | $112.50K | $21.35B | 30.41% | 78 Outperform | |
| Raymond James Financial | 2.28% | $109.83K | $31.70B | 5.80% | 76 Outperform | |
| Reinsurance Group | 2.27% | $109.35K | $14.48B | 16.42% | 74 Outperform |
EPSB Technical Analysis
Positive
―
Price Trends
26.92
Positive
26.04
Positive
24.51
Positive
Market Momentum
0.14
Positive
53.94
Neutral
22.91
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPSB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.38, equal to the 50-day MA of 26.92, and equal to the 200-day MA of 24.51, indicating a bullish trend. The MACD of 0.14 indicates Positive momentum. The RSI at 53.94 is Neutral, neither overbought nor oversold. The STOCH value of 22.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPSB.
EPSB Peer Comparison
Comparison Results
Performance Comparison
EPSB
Harbor SMID Cap Core ETF
27.45
5.82
26.91%
OASC
OneAscent Small Cap Core ETF
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SMOX
Horizon Small/Mid Cap Core Equity ETF
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HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
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BCSM
Baron SMID Cap 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.
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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