EPMBHarbor Mid Cap Core ETF
Seeks long-term total return.
By Harbor Capital Advisors Inc · Launched 2025
Annual Cost
0.88%
#4,802 of 6,040 · expensive
Fund Size
$5M
#5,342 of 6,040 · small
Return (1Y)
+18.1%
Track Record
1 year
#4,293 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,882+18.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 25.8% of funddiversified
Keysight Technologies Inc
3.5%
Woodward Inc
3.2%
Entegris Inc
3.0%
Cummins Inc
2.9%
Albemarle Corp
2.4%
CBRE Group Inc
2.3%
Hexcel Corp
2.3%
Vertiv Holdings Co
2.2%
Ross Stores Inc
2.1%
Reinsurance Group of America Inc
2.0%
Asset allocation
Stocks
96.5%
Cash
3.5%
By sector
Industrials
26.3%
Technology
20.4%
Financial Services
15.1%
Healthcare
12.4%
Consumer Cyclical
9.6%
Real Estate
5.4%
Energy
4.1%
Basic Materials
4.0%
Other
2.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
Max drawdown
-9.0%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 principally in common stocks and other equity securities of U.S. mid-capitalization companies, defined as those with market capitalizations within the range of the Russell Midcap Index. The Subadvisor employs a disciplined bottom-up investment process to identify companies with strong fundamentals and earnings prospects not reflected in current valuations.
- Inception date
- May 1, 2025
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-09-18