EPEMHarbor Emerging Markets Equity ETF
Seeks long-term total return.
By Harbor Capital Advisors Inc · Launched 2025
Annual Cost
0.84%
#4,582 of 6,040 · expensive
Fund Size
$8M
#5,074 of 6,040 · small
Return (1Y)
+37.9%
Track Record
1 year
#4,353 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$13,564+35.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Emerging marketsCap
Multi cap
Strategy
Active selection
Index tracked
MSCI Emerging Markets Index
Holdings
By weightConcentration
Top 10 holdings = 47.6% of fundmoderately concentrated
Taiwan Semiconductor Manufacturing Co Ltd
13.3%
Samsung Electronics Co Ltd
6.6%
ASE Technology Holding Co Ltd
4.6%
MediaTek Inc
4.3%
Grupo Cibest SA
3.4%
Hon Hai Precision Industry Co Ltd
3.4%
Tencent Holdings Ltd
3.3%
Jiangxi Copper Co Ltd
3.1%
Weichai Power Co Ltd
2.9%
Cosmax Inc
2.7%
Asset allocation
Stocks
96.2%
Cash
3.8%
By sector
Technology
39.6%
Financial Services
23.8%
Consumer Cyclical
9.4%
Consumer Defensive
7.9%
Basic Materials
6.1%
Communication
4.9%
Energy
3.3%
Industrials
2.3%
Other
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
21.5%High
Year-on-year price swings
Max drawdown
-12.7%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 total return.
- Strategy
- Invests primarily in equity securities, principally common stocks, of emerging markets companies across the market capitalization spectrum. The Subadvisor employs a disciplined bottom-up investment approach to identify companies with strong fundamentals and earnings prospects not recognized by the market.
- Inception date
- June 4, 2025
- Fund family
- Harbor Capital Advisors Inc
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18