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HAPS - ETF AI Analysis
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Harbor Corporate Culture Small Cap ETF (HAPS)
Rating:62Neutral
Price Target:
$33.00
Positive Factors
Strong Performing Holdings
Several top holdings, such as Kratos Defense and Rhythm Pharmaceuticals, have delivered strong year-to-date gains, supporting the fund's overall performance.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Health Care, and Technology, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating resilience in its portfolio despite recent market fluctuations.
Negative Factors
High Geographic Concentration
With over 94% exposure to U.S. companies, the ETF lacks diversification across global markets, increasing sensitivity to domestic economic conditions.
Underperforming Holdings
Some holdings, such as Apple Hospitality REIT and Haemonetics, have lagged year-to-date, potentially dragging down overall returns.
Above-Average Expense Ratio
The ETF's expense ratio of 0.6% is higher than many similar funds, which could eat into investor returns over time.
HAPS vs. SPDR S&P 500 ETF (SPY)
AUM138.59M
RegionNorth America
Expense Ratio0.60%
Beta1.11
IssuerHarbor
Inception DateApr 12, 2023
Dividend Yield0.69%
Asset ClassEquity
Index TrackedHuman Capital Factor Small Cap Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40
30 Day Avg. Volume79
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
37.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering187
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAPS Summary
The Harbor Corporate Culture Small Cap ETF (Ticker: HAPS) is an investment fund that focuses on small-cap companies in the U.S. with strong corporate cultures. It follows the Human Capital Factor Small Cap Index, which includes businesses that prioritize employee engagement, leadership, and positive workplace values. Some of its holdings include companies like PTC Therapeutics and Kratos Defense. Investors might consider HAPS for its potential growth, as small-cap stocks often have higher growth opportunities compared to larger companies. However, new investors should be aware that small-cap stocks can be more volatile, meaning their prices can rise and fall quickly.
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
The Harbor Corporate Culture Small Cap ETF (HAPS) is leaning heavily on the Industrials and Health Care sectors, which together make up a significant portion of its holdings. Rising names like Kratos Defense and AeroVironment are providing a lift, with strong momentum and revenue growth driving optimism. On the flip side, Apple Hospitality REIT and Haemonetics are dragging on performance, with bearish trends and revenue challenges. With its focus on U.S.-based small-cap companies, HAPS is a bet on the dynamic potential of firms that prioritize strong workplace cultures, though sector concentration may add some volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 3.39% | $4.70M | ― | ― | ― | |
| PTC Therapeutics | 2.44% | $3.38M | $5.44B | 66.21% | 64 Neutral | |
| Kratos Defense | 2.17% | $3.01M | $15.23B | 218.95% | 61 Neutral | |
| Rhythm Pharmaceuticals | 2.11% | $2.93M | $7.01B | 58.77% | 52 Neutral | |
| AeroVironment | 2.09% | $2.90M | $18.23B | 62.12% | 68 Neutral | |
| Allete | 2.02% | $2.80M | $3.91B | 3.73% | 68 Neutral | |
| Phillips Edison & Company | 1.99% | $2.76M | $4.71B | -12.69% | 72 Outperform | |
| Piper Sandler | 1.58% | $2.18M | $5.77B | -3.43% | 71 Outperform | |
| Haemonetics | 1.56% | $2.16M | $2.43B | -35.11% | 68 Neutral | |
| Apple Hospitality REIT | 1.53% | $2.12M | $2.64B | -27.89% | 63 Neutral |
HAPS Technical Analysis
Neutral
―
Price Trends
31.15
Negative
30.07
Positive
28.76
Positive
Market Momentum
-0.09
Positive
42.69
Neutral
2.98
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HAPS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 31.12, equal to the 50-day MA of 31.15, and equal to the 200-day MA of 28.76, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 42.69 is Neutral, neither overbought nor oversold. The STOCH value of 2.98 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HAPS.
HAPS Peer Comparison
Comparison Results
Performance Comparison
HAPS
Harbor Corporate Culture Small Cap ETF
30.61
-0.81
-2.58%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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FYX
First Trust Small Cap Core AlphaDEX Fund
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DWAS
Invesco DWA SmallCap Momentum ETF
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GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
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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.
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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