EPSB - ETF AI Analysis
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Harbor SMID Cap Core ETF (EPSB)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Top Holdings Showing Solid Gains
Many of the largest positions, including several industrial and technology names, have posted strong year-to-date performance that supports the fund’s returns.
Broad Sector Diversification
Holdings spread across multiple sectors such as industrials, technology, financials, and health care help reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of your returns go toward fees each year.
Small Asset Base
With a relatively low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger funds.
Heavy U.S. Concentration
Because the portfolio is almost entirely invested in U.S. companies, investors get little geographic diversification outside the U.S. market.
EPSB vs. SPDR S&P 500 ETF (SPY)
AUM4.71M
RegionNorth America
Expense Ratio0.88%
Beta0.76
IssuerHarbor
Inception DateMay 01, 2025
Dividend Yield1.16%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,325
30 Day Avg. Volume1,323
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
32.36Price 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 sectors, including industrials, technology, and financials, with holdings like Snap-on and Arrow Electronics. Investors might consider EPSB to add diversification and potential growth from smaller, more agile businesses that may not be in standard large-cap indexes. However, because it invests in smaller companies and is actively managed, its price can be more volatile and can go up or down more 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 is leaning heavily on industrial and tech names, with Moog and Woodward acting as the industrial workhorses—though both have been losing a bit of steam lately and can tug on short-term returns. Charles River Labs and Reinsurance Group are steadier contributors, helping smooth out the ride from the health care and financial side. The real spark comes from FormFactor and Arrow Electronics, where tech momentum has been strong, giving the fund a growth tilt. With all holdings rooted in U.S. small and mid-caps, this ETF is a focused bet on America’s up-and-coming corporate middle class.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moog | 3.07% | $145.70K | $11.78B | 91.34% | 73 Outperform | |
| Woodward | 2.83% | $134.33K | $20.44B | 43.70% | 79 Outperform | |
| Ryder System | 2.74% | $130.18K | $9.53B | 32.06% | 73 Outperform | |
| Charles River Labs | 2.71% | $128.67K | $13.77B | 78.09% | 60 Neutral | |
| Reinsurance Group | 2.66% | $126.38K | $16.54B | 31.76% | 74 Outperform | |
| Archrock | 2.66% | $126.25K | $5.73B | 34.92% | 79 Outperform | |
| Teledyne Technologies | 2.42% | $114.80K | $28.31B | 12.10% | 71 Outperform | |
| Arrow Electronics | 2.36% | $112.09K | $10.99B | 71.27% | 64 Neutral | |
| Formfactor | 2.35% | $111.59K | $8.12B | 253.04% | 68 Neutral | |
| BorgWarner | 2.31% | $109.55K | $13.76B | 52.01% | 65 Neutral |
EPSB Technical Analysis
Negative
―
Price Trends
27.43
Negative
27.10
Negative
25.64
Positive
Market Momentum
-0.18
Positive
38.97
Neutral
36.79
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 27.39, equal to the 50-day MA of 27.43, and equal to the 200-day MA of 25.64, indicating a neutral trend. The MACD of -0.18 indicates Positive momentum. The RSI at 38.97 is Neutral, neither overbought nor oversold. The STOCH value of 36.79 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
26.76
4.26
18.93%
OASC
OneAscent Small Cap Core ETF
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―
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MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
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BCSM
Baron SMID Cap ETF
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―
IVSS
Applied Finance IVS US SMID ETF
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BRSM
MFS Blended Research Small-Mid Cap 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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