Harbor ETF Trust Harbor Mid Cap Core ETFHarbor ETF Trust Harbor Mid Cap Core ETFHarbor ETF Trust Harbor Mid Cap Core ETF

Harbor ETF Trust Harbor Mid Cap Core ETF

No trades
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Key stats


Assets under management (AUM)
‪3.81 M‬USD
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
0.03%
Shares outstanding
‪175.00 K‬
Expense ratio
0.88%

About Harbor ETF Trust Harbor Mid Cap Core ETF


Brand
Harbor
Inception date
May 1, 2025
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Harbor Capital Advisors, Inc.
Distributor
Foreside Fund Services LLC
EPMB is an actively managed fund offering core exposure to the US equity mid-cap market. The fund uses a bottom-up investment approach, employing fundamental and qualitative criteria, to evaluate and select investments. The funds adviser looks for companies with strong revenue growth, profit margins, manageable debt, positive cash flow, and earnings prospects that are trading undervalued. Statistical analysis and ESG considerations may also be utilized to determine and manage specific risks. EPMB will comprise 50-70 stocks while seeking total return.

Broaden your horizons with more funds linked to EPMB via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Producer Manufacturing
Stock breakdown by region
97%2%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EPMB trades at 20.90 USD today, its price has risen 0.08% in the past 24 hours. Track more dynamics on EPMB price chart.
EPMB net asset value is 21.89 today — it's risen 1.36% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EPMB assets under management is ‪3.81 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EPMB invests in stocks. See more details in our Analysis section.
EPMB expense ratio is 0.88%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EPMB isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, EPMB doesn't pay dividends to its holders.
EPMB trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EPMB shares are issued by ORIX Corp.
EPMB follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on May 1, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.