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%
#3,414 of 6,040 · average
Fund Size
$175M
#2,577 of 6,040 · mid-size
Return (1Y)
+21.3%
Track Record
3 years
#2,922 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,118+21.2%
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
Holdings
By weightConcentration
Top 10 holdings = 17.7% of funddiversified
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%
By sector
Healthcare
19.2%
Financial Services
18.5%
Technology
14.8%
Industrials
12.3%
Consumer Cyclical
8.9%
Energy
7.2%
Real Estate
5.7%
Basic Materials
5.6%
Other
7.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.0%Moderate
Year-on-year price swings
Max drawdown
-27.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.58Decent risk-adjusted returns
Sortino (3Y)
0.86Moderate 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
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Data updated on 2026-09-18