Symbols

HAPI

Harbor Human Capital Factor US Large Cap ETF·ARCA

--(--)

Key Stats

Assets Under Management

448.09MUSD

Fund Flows (1Y)

9.70MUSD

Dividend Yield

0.86%

Discount/Premium to NAV

0.05%

Shares Outstanding

10.80M

Expense Ratio

0.35%

About Harbor Human Capital Factor US Large Cap ETF

Issuer

Harbor Capital Advisors, Inc.

Brand

Harbor

Home Page

https://www.harborcapital.com/etf/hapi/

Inception Date

Oct 12, 2022

Structure

Open-Ended Fund

Index Tracked

CIBC Human Capital Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

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

HAPI aims to provide exposure to stocks with strong corporate culture while maintaining sector neutrality. From a starting index universe of 500 large-cap US companies from 11 GICS sectors, the fund retains stocks from a list of top human capital firms. The selection process is based on a proprietary scoring methodology that quantitatively measures the contribution of a company's corporate culture to its financial performance based on factors such as employee engagement and motivation, trust and transparency, point-of-view diversity, and compensation fairness. The portfolio is market cap-weighted, capped at 5% or five times its weight in the index universe, whichever is lower. The fund then adjusts the portfolio to maintain the same sector weights as the index universe. Sectors not meeting the target weights are supplemented with predetermined large-cap sector ETFs. The underlying index is rebalanced annually on the 10th trading day of every February. Prior to September 5, 2023, the ETF's name was Harbor Corporate Culture ETF.

Classification

Asset Class

Equity

	1-Month	3-Month	YTD	1-Year	3-Year	5-Year
Price Performance	-0.50%	+1.92%	+0.66%	+11.89%	+76.26%	+110.28%
NAV Total Return	-0.01%	+3.71%	+0.92%	+13.61%	+78.61%	+0.82%

No data is currently available

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Holdings Analysis

Sector

Technology

25.80%

Communication Services

17.09%

Financial Services

14.68%

Healthcare

10.69%

Consumer Cyclical

9.19%

Industrials

8.62%

Consumer Defensive

5.16%

Energy

3.05%

Utilities

2.23%

Asset

Region

99.05%

0.8%

0.15%

Investment Style

Mega

Large

Medium

Multi

Small

Value

Blend

Growth

Large-Cap Blend

Invests in large-cap companies with both growth and value characteristics. These ETFs offer diversified exposure to stable, well-established companies.

See more ETFs with the same investment style