HAPIHarbor Human Capital Factor US Large Cap ETF
Seeks investment results that correspond to the performance of the Human Capital Factor Large Cap Index.
By Harbor Capital Advisors Inc · Launched 2022
Annual Cost
0.35%
#1,699 of 6,040 · low cost
Fund Size
$505M
#1,662 of 6,040 · large
Return (1Y)
+16.0%
Track Record
3 years
#2,763 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,569+15.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Quality
Index tracked
Human Capital Factor Large Cap Index
Holdings
By weightConcentration
Top 10 holdings = 42.6% of fundmoderately concentrated
Amazon.com Inc
6.3%
Alphabet Inc
6.0%
NVIDIA Corp
5.2%
Apple Inc
5.0%
Microsoft Corp
4.8%
Meta Platforms Inc
4.5%
Netflix Inc
3.1%
JPMorgan Chase & Co
3.0%
Cisco Systems Inc
2.7%
Eli Lilly & Co
2.0%
Asset allocation
Stocks
100.0%
Cash
0.1%
By sector
Technology
33.4%
Communication
14.3%
Financial Services
12.3%
Consumer Cyclical
9.4%
Industrials
8.4%
Healthcare
8.4%
Consumer Defensive
5.5%
Energy
3.3%
Other
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.1%Moderate
Year-on-year price swings
Max drawdown
-19.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.08Strong risk-adjusted returns
Sortino (3Y)
1.58Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond to the performance of the Human Capital Factor Large Cap Index.
- Strategy
- Employs an indexing investment approach to track the Human Capital Factor Large Cap Index, investing primarily in equity securities of approximately 150 U.S. companies with strong corporate culture. The Fund is modified market capitalization-weighted and has significant exposure to the information technology sector.
- Inception date
- October 12, 2022
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-09-18