HAPS - ETF AI Analysis
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Harbor Corporate Culture Small Cap ETF (HAPS)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including health care, financials, technology, and industrials, which helps reduce the impact if one area of the market struggles.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as Twist Bioscience and Kymera Therapeutics, have shown strong year-to-date performance, supporting the fund’s overall returns.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Exposure to Volatile Small-Cap and Health Care Names
A focus on small-cap stocks and a sizable allocation to health care, including biotech names, can make the fund more sensitive to market swings and company-specific news.
HAPS vs. SPDR S&P 500 ETF (SPY)
AUM175.13M
RegionNorth America
Expense Ratio0.61%
Beta1.01
IssuerHarbor
Inception DateApr 12, 2023
Dividend Yield0.46%
Asset ClassEquity
Index TrackedHuman Capital Factor Small Cap Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume60
30 Day Avg. Volume60
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
45.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering191
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAPS Summary
Harbor Corporate Culture Small Cap ETF (HAPS) follows the Human Capital Factor Small Cap Index, focusing on smaller U.S. companies that are known for strong workplace culture and employee engagement. It spreads investments across many sectors, including health care, technology, and financials, with holdings like Twist Bioscience and Avnet. Someone might invest in HAPS to seek long-term growth from smaller, fast-growing businesses while also supporting companies that treat employees well. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can go up and down more sharply with the market.
How much will it cost me?The Harbor Corporate Culture Small Cap ETF (Ticker: HAPS) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on small-cap companies with strong corporate cultures, which requires more research and management effort.
What would affect this ETF?The Harbor Corporate Culture Small Cap ETF (HAPS) could benefit from growing interest in socially conscious investing and the potential for small-cap companies to deliver higher growth, especially in sectors like technology and health care. However, it may face challenges from economic downturns, which often impact small-cap stocks more severely, and rising interest rates that could increase borrowing costs for these companies. Additionally, sector-specific risks, such as regulatory changes in health care or industrials, could negatively affect its performance.
HAPS Top 10 Holdings
HAPS leans into U.S. small caps with a people-first twist, but its story is a bit of a mixed bag right now. Twist Bioscience has been rising and looks like one of the fund’s key growth engines, while Kymera Therapeutics and Sensient Technologies are also adding some quiet momentum from the health care and industrials side. On the flip side, Chemours is clearly lagging and acting like a small anchor on returns, with Phillips Edison and Apple Hospitality REIT also losing a bit of steam, showing that real estate exposure isn’t doing the fund many favors at the moment.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twist Bioscience | 2.12% | $3.70M | $8.21B | 384.16% | 43 Neutral | |
| ― | 2.07% | $3.63M | ― | ― | ― | |
| Magnolia Oil & Gas | 2.07% | $3.62M | $6.35B | 13.46% | 65 Neutral | |
| Kymera Therapeutics | 2.04% | $3.57M | $9.76B | 169.80% | 56 Neutral | |
| Phillips Edison & Company | 1.95% | $3.42M | $5.50B | 7.77% | 75 Outperform | |
| Organon | 1.94% | $3.39M | $3.62B | 32.76% | 53 Neutral | |
| Avnet | 1.85% | $3.23M | $7.56B | 71.21% | 67 Neutral | |
| Sensient Technologies | 1.77% | $3.10M | $5.74B | 19.50% | 63 Neutral | |
| Apple Hospitality REIT | 1.59% | $2.78M | $3.68B | 19.63% | 64 Neutral | |
| Tarsus Pharmaceuticals | 1.52% | $2.66M | $3.98B | 57.52% | 60 Neutral |
HAPS Technical Analysis
Positive
―
Price Trends
37.93
Positive
36.32
Positive
34.11
Positive
Market Momentum
0.14
Positive
51.15
Neutral
45.81
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAPS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.49, equal to the 50-day MA of 37.93, and equal to the 200-day MA of 34.11, indicating a neutral trend. The MACD of 0.14 indicates Positive momentum. The RSI at 51.15 is Neutral, neither overbought nor oversold. The STOCH value of 45.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HAPS.
HAPS Peer Comparison
Comparison Results
Performance Comparison
HAPS
Harbor Corporate Culture Small Cap ETF
38.29
7.38
23.88%
SFLO
VictoryShares Small Cap Free Cash Flow ETF
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―
―
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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―
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BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
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JHSC
John Hancock Multifactor Small Cap ETF
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―
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EES
WisdomTree U.S. SmallCap Fund
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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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