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SMLL - ETF AI Analysis

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SMLL

Harbor Active Small Cap ETF (SMLL)

Rating:65Neutral
Price Target:
SMLL, the Harbor Active Small Cap ETF, has a solid but not top-tier rating, suggesting a balanced mix of strengths and weaknesses in its small-cap lineup. Strong contributors like United Bankshares and Morningstar support the fund with robust financial performance, attractive valuations, and generally positive technical trends, helping underpin overall quality. However, weaker holdings such as Janus International Group and RLJ Lodging, which face revenue and valuation challenges and bearish or mixed technical signals, along with exposure to more cyclical names like Liberty Oilfield Services, introduce risk and keep the fund’s rating from being higher.
Positive Factors
Strong Recent Monthly Performance
The ETF has shown strong gains over the past month, suggesting positive short-term momentum in its holdings.
Several Strong Top Holdings
Many of the largest positions, such as Remitly Global, Liberty Energy, and Douglas Dynamics, have delivered strong year-to-date performance, helping support the fund’s overall results.
Broad Sector Exposure Within Small Caps
The fund invests across a wide range of sectors, including industrials, financials, technology, energy, and health care, which helps spread risk within the small-cap space.
Negative Factors
High Expense Ratio
The ETF charges relatively high fees, which can eat into returns over time compared with lower-cost funds.
Concentrated in a Few Sectors
A large portion of the portfolio is in industrials, financials, and technology, so weakness in these areas could have an outsized impact on performance.
Limited Geographic Diversification
With most assets invested in U.S. companies, the fund offers little exposure to international markets, reducing diversification across different economies.

SMLL vs. SPDR S&P 500 ETF (SPY)

SMLL Summary

The Harbor Active Small Cap ETF (SMLL) is an actively managed fund that focuses on smaller U.S. companies, mainly in industrials, financials, and technology. It does not track a set index, giving managers flexibility to pick what they see as promising small-cap stocks. The fund holds companies like Pool and Morningstar, aiming to capture the growth potential of businesses that are still expanding and less known than big blue-chip names. Investors might consider SMLL for growth and added diversification. However, small-cap stocks can be more volatile, so the price of this ETF can move up and down more sharply than the overall market.
How much will it cost me?The Harbor Active Small Cap ETF (Ticker: SMLL) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Harbor Active Small Cap ETF (SMLL) could benefit from economic growth in the U.S., particularly if small-cap companies in sectors like Industrials and Technology continue to innovate and expand. However, rising interest rates or economic slowdowns may negatively impact small-cap stocks, as these companies often face higher borrowing costs and are more sensitive to market fluctuations. Additionally, sector-specific challenges, such as regulatory changes in Technology or volatility in Energy markets, could influence the ETF's performance.

SMLL Top 10 Holdings

This U.S.-focused small-cap ETF leans heavily into industrials and financials, and a few names are clearly steering the ship. WillScot Mobile Mini, Douglas Dynamics, and Reliance Steel have been rising, giving the fund a solid industrial backbone and helping drive recent gains. On the financial side, Wintrust Financial and United Bankshares look steady to upbeat, adding a bit of ballast. Offsetting that strength, Morningstar, Freshworks, and Janus International have been losing steam, acting as performance drags and reminding investors that small-cap growth stories can be bumpy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Pool5.72%$794.21K$7.25B-33.46%
65
Neutral
WillScot Mobile Mini Holdings4.87%$676.77K$5.22B8.64%
69
Neutral
Douglas Dynamics4.40%$610.67K$1.14B72.83%
68
Neutral
Reliance Steel4.33%$601.33K$20.23B30.44%
74
Outperform
Wintrust Financial4.02%$557.61K$10.39B27.23%
78
Outperform
Morningstar3.61%$501.68K$5.84B-49.34%
76
Outperform
Freshworks3.16%$439.08K$2.55B-39.89%
72
Outperform
United Bankshares3.11%$431.23K$6.12B25.21%
80
Outperform
Janus International Group3.02%$419.36K$732.43M-34.76%
60
Neutral
RLJ Lodging2.91%$403.93K$1.75B55.62%
58
Neutral

SMLL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
20.54
Positive
100DMA
20.09
Positive
200DMA
20.21
Positive
Market Momentum
MACD
0.27
Negative
RSI
67.75
Neutral
STOCH
99.07
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMLL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 20.79, equal to the 50-day MA of 20.54, and equal to the 200-day MA of 20.21, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 67.75 is Neutral, neither overbought nor oversold. The STOCH value of 99.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMLL.

SMLL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$13.91M0.80%
65
Neutral
$90.65M0.75%
64
Neutral
$78.95M0.64%
66
Neutral
$68.00M0.61%
62
Neutral
$29.53M0.49%
65
Neutral
$26.43M0.74%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMLL
Harbor Active Small Cap ETF
21.48
0.04
0.19%
AIMS
Acuitas Small Cap Active ETF
RUSC
US Small Cap Equity Active ETF
SYZ
Lazard US Systematic Small Cap Equity ETF
ESSC
Eventide Small Cap ETF
ALIL
Argent Focused 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: ―
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