HAPSHarbor Human Capital Factor US Small Cap ETF
Seeks investment results that correspond to the performance of the Human Capital Factor Small Cap Index.
By Harbor Capital Advisors Inc · Launched 2023
Annual Cost
0.61%
#3,303 of 5,854 · average
Fund Size
$172M
#2,476 of 5,854 · mid-size
Return (1Y)Goal
+28.4%
Track Record
3 years
#2,907 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,065+30.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Factor
Quality
Index tracked
Human Capital Factor Small Cap Index
What it actually holds
By weightConcentration
Top 10 holdings = 17.7% of fund✓ well diversified
Magnolia Oil & Gas Corp
2.1%
Phillips Edison & Co Inc
2.0%
Organon & Co
1.9%
Sensient Technologies Corp
1.8%
Avnet Inc
1.8%
Kymera Therapeutics Inc
1.8%
Chemours Co/The
1.7%
Resideo Technologies Inc
1.6%
Rhythm Pharmaceuticals Inc
1.6%
Twist Bioscience Corp
1.4%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Healthcare
17.8%
Financial Services
17.6%
Technology
15.8%
Industrials
14.4%
Consumer Cyclical
8.9%
Energy
6.8%
Real Estate
5.9%
Basic Materials
5.1%
Other
7.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.3%Moderate
Year-on-year price swings
Max drawdown
-27.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.55Decent risk-adjusted returns
Sortino (3Y)
0.84Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond to the performance of the Human Capital Factor Small Cap Index.
- Strategy
- Employs an indexing investment approach to track the Human Capital Factor Small Cap Index, investing at least 80% in equity securities of small cap U.S. companies. The Fund uses a replication strategy to hold securities in approximately the same proportion as represented in the Index.
- Inception date
- April 12, 2023
- Fund family
- Harbor Capital Advisors Inc
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at HAPS. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04