EFFIHarbor Osmosis International Resource Efficient ETF
Seeks long-term growth of capital.
By Harbor Capital Advisors Inc · Launched 2024
Annual Cost
0.55%
#2,921 of 5,861 · average
Fund Size
$143M
#2,653 of 5,861 · mid-size
Return (1Y)Goal
+21.5%
Track Record
1 year
#3,912 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,284+22.8%
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 = 30.7% of fund✓ well diversified
Recruit Holdings Co Ltd
3.7%
L'Oreal SA
3.3%
Mercedes-Benz Group AG
3.2%
Sonova Holding AG
3.2%
Swedish Orphan Biovitrum AB
3.2%
Toyota Tsusho Corp
3.0%
Glencore PLC
3.0%
Medibank Pvt Ltd
2.7%
Lundin Gold Inc
2.7%
Keyence Corp
2.7%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Financial Services
27.2%
Industrials
15.8%
Technology
9.5%
Healthcare
9.2%
Basic Materials
8.0%
Communication
7.1%
Consumer Defensive
6.8%
Consumer Cyclical
6.6%
Other
9.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.0%Moderate
Year-on-year price swings
Max drawdown
-13.6%Mild
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
- Seeks long-term growth of capital.
- Strategy
- Actively invests in equity securities of resource efficient large- and mid-cap public companies across developed markets excluding the U.S. Utilizes a quantitative strategy based on Resource Efficiency Scores to select companies that emit less carbon, consume less water, and generate less waste.
- Inception date
- December 11, 2024
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-08-04