EFFEHarbor Osmosis Emerging Markets Resource Efficient ETF
Seeks long-term growth of capital.
By Harbor Capital Advisors Inc · Launched 2024
Annual Cost
0.69%
#3,730 of 6,040 · average
Fund Size
$148M
#2,735 of 6,040 · mid-size
Return (1Y)
+21.0%
Track Record
1 year
#3,952 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,030+20.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.4% of funddiversified
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
99.1%
Cash
0.8%
Preferred
0.1%
By sector
Technology
41.1%
Financial Services
16.9%
Consumer Cyclical
10.7%
Industrials
8.1%
Communication
7.1%
Basic Materials
6.0%
Energy
5.1%
Consumer Defensive
1.9%
Other
3.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
25.2%High
Year-on-year price swings
Max drawdown
-31.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.14Below average
Sortino (3Y)
0.17Moderate 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
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save EFFE to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18