EFFEHarbor Osmosis Emerging Markets Resource Efficient ETF
Seeks long-term growth of capital.
By Harbor Capital Advisors Inc · Launched 2024
Annual Cost
0.69%
#3,611 of 5,861 · average
Fund Size
$140M
#2,676 of 5,861 · mid-size
Return (1Y)Goal
+18.0%
Track Record
1 year
#3,935 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,419+14.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.4% of fund✓ well diversified
Wiwynn Corp
4.3%
Accton Technology Corp
4.0%
Lenovo Group Ltd
3.9%
Taiwan Semiconductor Manufacturing Co Ltd
3.7%
LG Electronics Inc
3.7%
Alchip Technologies Ltd
3.7%
Quanta Computer Inc
3.5%
Wistron Corp
3.5%
Kia Corp
3.2%
SK hynix Inc
3.1%
Asset allocation
Stocks
99.7%
Cash
0.2%
Preferred
0.1%
By sector
Technology
43.3%
Financial Services
16.9%
Consumer Cyclical
7.8%
Industrials
7.8%
Communication
7.4%
Basic Materials
6.3%
Energy
5.4%
Consumer Defensive
2.1%
Other
2.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
24.4%High
Year-on-year price swings
Max drawdown
-31.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.01Below average
Sortino (3Y)
0.02Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively invests in resource efficient large- and mid-cap equity securities of public companies located in emerging markets, focusing on those with lower carbon emissions, water use, and waste generation. Portfolio is optimized for resource efficiency while maintaining sector and factor weightings relative to the MSCI Emerging Markets Index.
- Inception date
- December 18, 2024
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-08-04