EBITHarbor Small Cap Earners ETF
Tracks the Harbor AlphaEdge™ Small Cap Earners Index.
By Harbor Capital Advisors Inc · Launched 2024
Annual Cost
0.29%
#1,333 of 6,040 · low cost
Fund Size
$12M
#4,877 of 6,040 · small
Return (1Y)
+15.8%
Track Record
2 years
#3,594 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,593+15.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Factor
Quality
Index tracked
Harbor AlphaEdge Small Cap Earners Index
Holdings
By weightConcentration
Top 10 holdings = 8.3% of funddiversified
Navient Corp
1.4%
StoneX Group Inc
1.2%
John Wiley & Sons Inc
1.1%
SM Energy Co
0.8%
Diebold Nixdorf Inc
0.8%
CNX Resources Corp
0.7%
PBF Energy Inc
0.7%
Taylor Morrison Home Corp
0.6%
Optimum Communications Inc
0.6%
Scorpio Tankers Inc
0.5%
Asset allocation
Stocks
100.0%
By sector
Financial Services
27.9%
Consumer Cyclical
16.2%
Industrials
12.9%
Energy
10.6%
Real Estate
7.9%
Technology
7.0%
Healthcare
4.9%
Basic Materials
4.0%
Other
8.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.2%Moderate
Year-on-year price swings
Max drawdown
-26.6%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™ Small Cap Earners Index.
- Strategy
- Employs a passive indexing approach to track the Harbor AlphaEdge™ Small Cap Earners Index, investing at least 80% in equity securities of small cap U.S. companies that are profitable. The Index has significant exposure to the financials sector.
- Inception date
- July 9, 2024
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-09-18