HAPS - ETF AI Analysis
Top Page
Harbor Corporate Culture Small Cap ETF (HAPS)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings Performing Well
Most of the top holdings have delivered strong or steady results, helping support the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very limited international diversification.
Exposure to Volatile Small Caps
As a small-cap fund, it may experience larger price swings and higher risk compared with funds focused on bigger, more established companies.
HAPS vs. SPDR S&P 500 ETF (SPY)
AUM169.92M
RegionNorth America
Expense Ratio0.61%
Beta1.02
IssuerHarbor
Inception DateApr 12, 2023
Dividend Yield0.47%
Asset ClassEquity
Index TrackedHuman Capital Factor Small Cap Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume72
30 Day Avg. Volume48
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
43.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering195
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HAPS Summary
The Harbor Corporate Culture Small Cap ETF (HAPS) tracks 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 financials, health care, and technology, and holds companies like Magnolia Oil & Gas and Avnet. An investor might choose this ETF to seek long-term growth from smaller, fast-growing businesses while supporting firms that treat their employees well. However, because it invests in small-cap stocks, its price can be more volatile and can go up and down 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 quirky mix of health care, energy, and industrial names driving the story. Twist Bioscience and Kymera Therapeutics are rising, giving the fund a lift from the biotech side, while Powell Industries has been a standout industrial engine this year. On the flip side, Magnolia Oil & Gas has been lagging as weaker oil prices take some fuel out of returns, and Organon’s mixed, governance-clouded picture keeps it from fully pulling its weight. Overall, performance is being steered by a handful of culture-focused growers rather than any single dominant sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twist Bioscience | 3.09% | $5.32M | $6.18B | 180.78% | 43 Neutral | |
| Kymera Therapeutics | 2.42% | $4.17M | $9.34B | 174.56% | 56 Neutral | |
| Phillips Edison & Company | 1.92% | $3.30M | $5.83B | 19.74% | 75 Outperform | |
| Organon | 1.69% | $2.91M | $3.56B | 39.51% | 53 Neutral | |
| Sensient Technologies | 1.62% | $2.79M | $5.30B | 16.07% | 63 Neutral | |
| Magnolia Oil & Gas | 1.58% | $2.72M | $4.80B | 11.16% | 65 Neutral | |
| Apple Hospitality REIT | 1.48% | $2.55M | $3.93B | 39.80% | 64 Neutral | |
| Resideo Technologies | 1.47% | $2.54M | $4.64B | 36.55% | 51 Neutral | |
| ViaSat | 1.47% | $2.54M | $11.34B | 426.05% | 56 Neutral | |
| Avnet | 1.46% | $2.52M | $6.74B | 44.83% | 67 Neutral |
HAPS Technical Analysis
Positive
―
Price Trends
35.36
Positive
33.75
Positive
32.65
Positive
Market Momentum
0.72
Negative
66.35
Neutral
68.63
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 36.58, equal to the 50-day MA of 35.36, and equal to the 200-day MA of 32.65, indicating a bullish trend. The MACD of 0.72 indicates Negative momentum. The RSI at 66.35 is Neutral, neither overbought nor oversold. The STOCH value of 68.63 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
37.48
8.23
28.14%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
―
―
―
EES
WisdomTree U.S. SmallCap Fund
―
―
―
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
―
―
―
SMDV
ProShares Russell 2000 Dividend Growers ETF
―
―
―
JHSC
John Hancock Multifactor Small Cap ETF
―
―
―
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: ―
Table of Contents