INFOHarbor PanAgora Dynamic Large Cap Core ETF
Seeks long-term total return.
By Harbor Capital Advisors Inc · Launched 2024
Annual Cost
0.35%
#1,651 of 5,861 · low cost
Fund Size
$865M
#1,217 of 5,861 · large
Return (1Y)Goal
+23.4%
Track Record
1 year
#3,788 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,053+30.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Factor
Multifactor
Focus
ESG
Index tracked
S&P 500 Index
What it actually holds
By weightConcentration
Top 10 holdings = 41.2% of fundmoderately concentrated
NVIDIA Corp
8.1%
Alphabet Inc
7.3%
Apple Inc
7.1%
Microsoft Corp
4.8%
Broadcom Inc
3.7%
Amazon.com Inc
3.6%
Meta Platforms Inc
2.4%
Eli Lilly & Co
1.6%
Costco Wholesale Corp
1.3%
Tesla Inc
1.3%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
38.8%
Financial Services
12.2%
Consumer Cyclical
9.5%
Communication
9.4%
Healthcare
8.8%
Industrials
8.2%
Consumer Defensive
5.1%
Energy
2.7%
Other
5.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.3%Moderate
Year-on-year price swings
Max drawdown
-87.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
-0.39Below average
Sortino (3Y)
-0.40Moderate downside risk
Listing
- Exchange
- NYSE Arca, New York Stock Exchange
Full fund details
- Objective
- Seeks long-term total return.
- Strategy
- Invests primarily in equity securities, principally common stocks and preferred stocks of large cap companies located in the U.S. Employs a proprietary alpha modeling approach to identify high-quality companies with strong management and superior competitive edge.
- Inception date
- October 9, 2024
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-08-04