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SMLL - ETF AI Analysis

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SMLL

Harbor Active Small Cap ETF (SMLL)

Rating:66Neutral
Price Target:
SMLL, the Harbor Active Small Cap ETF, has a solid but not top-tier rating, reflecting a mix of strong core holdings and some weaker names. Higher-quality positions like United Bankshares and Wintrust Financial support the fund with robust financial performance, attractive valuation, and generally positive technical trends, while companies such as RLJ Lodging and Janus International Group weigh on the overall rating due to revenue challenges, valuation concerns, and bearish price trends. The main risk is that the fund’s performance is heavily influenced by smaller companies, where mixed momentum and sector-specific headwinds can create more volatility than in large-cap funds.
Positive Factors
Recent Positive Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, financials, technology, and others, help reduce the impact if any one industry struggles.
Strong Performers Among Top Holdings
Several of the largest positions, such as WillScot Mobile Mini, Douglas Dynamics, Reliance Steel, United Bankshares, and RLJ Lodging, have shown strong year-to-date performance that supports the fund’s returns.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Notable Weakness in Some Top Holdings
Several key positions, including Pool, Morningstar, Paylocity, and Freshworks, have shown weak year-to-date performance, which can drag on overall results.

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

SMLL Summary

The Harbor Active Small Cap ETF (SMLL) is an actively managed fund that invests in smaller U.S. companies, aiming to find future growth stories before they become household names. It doesn’t track a set index, but instead picks a mix of businesses across many sectors, including industrials, financials, and technology. Well-known holdings include Morningstar and Reliance Steel. Investors might consider SMLL for growth potential and diversification beyond large, familiar stocks. However, because it focuses on small companies and the manager’s stock picks, its price can be more volatile and may rise or fall faster 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

SMLL leans heavily into U.S. small caps, with industrials and financials setting the tone. RLJ Lodging has been a standout, giving the fund a strong tailwind, while Reliance Steel and Douglas Dynamics add steady industrial muscle. On the financial side, Wintrust Financial and United Bankshares have been quietly rising, supporting performance without much drama. In contrast, Pool looks like it’s losing steam, and growth names like Morningstar and Paylocity have been more mixed, reminding investors that this small-cap strategy comes with both sparks and stumbles.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Pool4.94%$707.98K$7.08B-39.74%
65
Neutral
Morningstar4.64%$665.50K$7.78B-20.04%
76
Outperform
Wintrust Financial3.91%$559.66K$10.96B25.14%
78
Outperform
WillScot Mobile Mini Holdings3.87%$555.07K$4.31B-2.48%
69
Neutral
Paylocity3.43%$491.83K$7.87B-18.36%
71
Outperform
Douglas Dynamics3.30%$472.99K$975.70M29.05%
68
Neutral
SS&C Technologies Holdings3.28%$470.26K$19.12B-8.18%
78
Outperform
United Bankshares3.22%$461.98K$6.71B31.63%
80
Outperform
Shift4 Payments2.81%$402.74K$3.58B-50.82%
69
Neutral
Artisan Partners2.73%$391.20K$3.42B-10.02%
73
Outperform

SMLL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
21.38
Positive
100DMA
20.74
Positive
200DMA
20.36
Positive
Market Momentum
MACD
0.22
Positive
RSI
55.99
Neutral
STOCH
34.54
Neutral
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 21.88, equal to the 50-day MA of 21.38, and equal to the 200-day MA of 20.36, indicating a bullish trend. The MACD of 0.22 indicates Positive momentum. The RSI at 55.99 is Neutral, neither overbought nor oversold. The STOCH value of 34.54 is Neutral, 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
$14.26M0.80%
66
Neutral
$90.03M0.75%
64
Neutral
$82.86M0.64%
66
Neutral
$69.88M0.61%
65
Neutral
$37.82M0.49%
65
Neutral
$26.49M0.74%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMLL
Harbor Active Small Cap ETF
22.08
0.86
4.05%
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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