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AELVHarbor AlphaEdge Large Cap Value ETF

Grow my moneyRanked #3,051 of 3,052 in this goal

Tracks the Harbor AlphaEdge TM Large Cap Value Index.

Annual Cost

Fund Size

Return (1Y)

+18.6%

Track Record

Performance

Total-return NAV · USD
Growth of $10,000
$11,892+18.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index enhanced

Factor

Value

Index tracked

Harbor AlphaEdge TM Large Cap Value Index

Holdings

By weight

Concentration

Top 10 holdings = 29.7% of funddiversified

QUALCOMM Inc
3.1%
Micron Technology Inc
3.0%
Bank of America Corp
3.0%
Adobe Inc
3.0%
Bank of New York Mellon Corp/The
3.0%
Cirrus Logic Inc
3.0%
Synchrony Financial
2.9%
Citigroup Inc
2.9%
Merck & Co Inc
2.9%
Federated Hermes Inc
2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.1%Moderate

Year-on-year price swings

Max drawdown
-16.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the Harbor AlphaEdge TM Large Cap Value Index.
Strategy
Employs a passive indexing approach to track the Harbor AlphaEdge TM Large Cap Value Index, consisting of equity securities of U.S.-listed companies with attractive valuations and positive characteristics. Invests at least 80% of total assets in securities included in the Index.

Next steps

Save AELV to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-16