INFO - ETF AI Analysis
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Harbor PanAgora Dynamic Large Cap Core ETF (INFO)
INFO, the Harbor PanAgora Dynamic Large Cap Core ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, which benefit from strong financial performance and long-term growth drivers in AI, cloud, and services. The fund’s score is held back somewhat by holdings with premium valuations and mixed technical signals, such as Amazon, Meta, Eli Lilly, and Broadcom, and its concentration in large U.S. technology and growth names is the main risk if that sector faces a downturn.
INFO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 946.38M
- Region
- North America
- Expense Ratio
- 0.35%
- Beta
- 1.02
- Issuer
- Harbor
- Inception Date
- Oct 08, 2024
- Dividend Yield
- 0.31%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
INFO Summary
INFO, the Harbor PanAgora Dynamic Large Cap Core ETF, invests in many of the biggest U.S. companies and uses a flexible strategy instead of tracking a fixed index. It focuses on large, well-established firms across technology, finance, health care, and more, giving you broad diversification in one investment. Well-known holdings include Apple, Nvidia, Microsoft, and Amazon, all leaders in their industries with strong growth potential. Someone might invest in INFO to seek long-term growth while spreading risk across many top companies. However, it is heavily tilted toward tech stocks, so its value can rise and fall sharply with the technology sector and overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because this fund is actively managed with a dynamic strategy rather than simply tracking a standard index.
What would affect this ETF?
INFO is heavily invested in large U.S. technology and communication companies like Nvidia, Apple, Microsoft, Alphabet, and Amazon, so continued innovation, strong earnings, and a healthy U.S. economy could boost its performance, especially if interest rates stabilize or fall and support growth stocks. On the other hand, higher interest rates, tighter regulations on big tech, economic slowdowns in the U.S., or sector-specific setbacks in technology and consumer-related industries could weigh on returns despite the fund’s diversified large-cap exposure.
INFO Top 10 Holdings
INFO is leaning heavily on Big Tech, with Nvidia and Apple doing most of the heavy lifting as their shares keep rising on the back of AI and consumer tech strength. Microsoft and Alphabet are more of a mixed bag—solid long-term stories, but their recent moves have been choppier, so they’re not always pulling in the same direction. Amazon has been lagging lately, acting like a small anchor on performance, while Meta’s sharp rebound helps offset that. With a U.S.-only, tech-centric lineup, this ETF’s story is largely written in Silicon Valley ink.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.38% | $78.95M | $5.08T | 15.81% | 76Outperform |
 AAPL | Apple | 8.33% | $78.43M | $5.07T | 33.96% | 79Outperform |
 MSFT | Microsoft | 6.11% | $57.58M | $3.90T | 0.76% | 79Outperform |
 GOOGL | Alphabet Class A | 5.51% | $51.92M | $3.90T | 26.53% | 85Outperform |
 AMZN | Amazon | 3.37% | $31.76M | $2.68T | 12.17% | 71Outperform |
 META | Meta Platforms | 2.38% | $22.45M | $1.64T | -12.45% | 76Outperform |
 LLY | Eli Lilly & Co | 2.03% | $19.13M | $1.20T | 55.10% | 72Outperform |
 AVGO | Broadcom | 1.84% | $17.33M | $1.54T | -6.57% | 76Outperform |
 MU | Micron | 1.68% | $15.86M | $992.88B | 324.53% | 79Outperform |
 JNJ | Johnson & Johnson | 1.67% | $15.77M | $635.07B | 37.07% | 78Outperform |
INFO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INFO, the sentiment is Neutral. The current price of 27.91 is below the 20-day moving average (MA) of 28.33, below the 50-day MA of 28.22, and above the 200-day MA of 26.42, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 41.50 is Neutral, neither overbought nor oversold. The STOCH value of 23.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for INFO.
INFO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| INFO | $27.91 | $32.00(14.65% Upside) | $946.38M | 0.35% | 74Outperform |
 ROCY | $54.60 | $66.90(22.53% Upside) | $863.26M | 0.35% | 73Outperform |
 NBCR | $33.99 | $41.88(23.21% Upside) | $844.51M | 0.29% | 73Outperform |
 AFLG | $44.71 | $53.17(18.92% Upside) | $805.29M | 0.55% | 74Outperform |
 SEIQ | $42.77 | $49.16(14.95% Upside) | $786.37M | 0.15% | 73Outperform |
 ROCQ | $53.19 | $69.28(30.25% Upside) | $758.53M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.91 | 3.48 | 14.23% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.60 | 6.55 | 13.64% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.99 | 2.51 | 7.96% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.71 | 5.52 | 14.07% | |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 42.77 | 4.07 | 10.51% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 53.19 | 6.17 | 13.13% |
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.