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INFO - AI Analysis
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Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
Rating:76Outperform
Price Target:
$27.13
Positive Factors
Strong Top Holdings
Several top positions, like Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date performance, driving the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Low Expense Ratio
The fund charges a competitive expense ratio of 0.35%, making it cost-effective compared to many actively managed ETFs.
Negative Factors
Heavy Technology Exposure
With over 36% of the portfolio in Technology, the fund is highly sensitive to downturns in this sector.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Underperforming Holdings
Some holdings, like Amazon and Apple, have shown weaker year-to-date performance, potentially dragging on overall returns.
INFO vs. SPDR S&P 500 ETF (SPY)
AUM612.51M
RegionNorth America
Expense Ratio0.35%
Beta1.04
IssuerHarbor
Inception DateOct 08, 2024
Dividend Yield0.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,018
30 Day Avg. Volume4,531
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
27.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering118
INFO Summary
The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an investment fund that focuses on large-cap companies, blending growth and value stocks for a balanced approach. It includes well-known companies like Nvidia and Microsoft, making it a great option for those looking to invest in established firms with strong growth potential. INFO is heavily weighted toward technology, but also includes sectors like financials and healthcare, providing diversification. New investors might consider this ETF for its dynamic strategy, which adapts to market conditions. However, since it is heavily reliant on tech stocks, its performance can be affected by fluctuations in the technology sector.
How much will it cost me?The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an actively managed strategy to adapt to market conditions, which can involve more research and management costs.
What would affect this ETF?The Harbor PanAgora Dynamic Large Cap Core ETF, with significant exposure to technology and top holdings like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in the tech sector. However, it may face challenges if interest rates rise, as higher borrowing costs can pressure large-cap companies, especially in sectors like technology and consumer cyclical. Additionally, economic slowdowns or regulatory changes targeting big tech firms could negatively impact its performance.
INFO Top 10 Holdings
The Harbor PanAgora Dynamic Large Cap Core ETF leans heavily into technology, with giants like Nvidia and Microsoft driving much of its performance thanks to their strong growth in AI and cloud services. Alphabet has also been a bright spot, benefiting from bullish momentum in AI advancements. However, Amazon and Meta have been more mixed, with Amazon facing challenges in its AWS margins and Meta grappling with regulatory hurdles. With a clear focus on U.S.-based large-cap stocks, this fund is riding the wave of tech innovation but faces headwinds from select consumer and communication names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.66% | $54.15M | $4.53T | 36.27% | 81 Outperform | |
| Microsoft | 7.30% | $45.60M | $3.89T | 24.60% | 83 Outperform | |
| Apple | 6.94% | $43.39M | $3.90T | 15.17% | 78 Outperform | |
| Alphabet Class A | 5.03% | $31.46M | $3.15T | 61.51% | 82 Outperform | |
| Broadcom | 3.44% | $21.49M | $1.67T | 110.47% | 79 Outperform | |
| Amazon | 3.30% | $20.64M | $2.39T | 20.48% | 77 Outperform | |
| Meta Platforms | 3.03% | $18.91M | $1.85T | 29.86% | 82 Outperform | |
| Tesla | 2.20% | $13.73M | $1.44T | 72.34% | 73 Outperform | |
| Visa | 1.72% | $10.75M | $669.26B | 22.39% | 82 Outperform | |
| Mastercard | 1.53% | $9.58M | $518.60B | 12.62% | 84 Outperform |
INFO Technical Analysis
Positive
―
Price Trends
23.52
Positive
22.76
Positive
21.45
Positive
Market Momentum
0.18
Negative
67.58
Neutral
96.45
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INFO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.91, equal to the 50-day MA of 23.52, and equal to the 200-day MA of 21.45, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 67.58 is Neutral, neither overbought nor oversold. The STOCH value of 96.45 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INFO.
INFO Peer Comparison
Comparison Results
Performance Comparison
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
24.52
4.30
21.27%
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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MODL
VictoryShares WestEnd U.S. Sector 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.
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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