LSEQHarbor Long-Short Equity ETF
Seeks long-term growth of capital.
By Harbor Capital Advisors Inc · Launched 2023
Annual Cost
2.28%
#5,993 of 6,040 · expensive
Fund Size
$17M
#4,685 of 6,040 · small
Return (1Y)
+24.6%
Track Record
2 years
#3,248 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,497+25.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 22.5% of funddiversified
Warner Bros Discovery Inc
3.6%
Newmont Corp
2.3%
Anglogold Ashanti Plc
2.2%
Iridium Communications Inc
2.1%
Freeport-McMoRan Inc
2.1%
Bath & Body Works Inc
2.1%
Unity Software Inc
2.0%
Gap Inc/The
2.0%
Pinterest Inc
2.0%
Dropbox Inc
2.0%
Asset allocation
Stocks
71.8%
Cash
28.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.8%Moderate
Year-on-year price swings
Max drawdown
-10.9%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 growth of capital.
- Strategy
- Actively manages long and short positions in equity securities of large cap and mid cap companies, primarily U.S.-listed, to achieve long-term capital growth. Utilizes a disciplined quantitative process focusing on macroeconomic regimes and industry groups with significant alpha opportunities.
- Inception date
- December 4, 2023
- Fund family
- Harbor Capital Advisors Inc
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Data updated on 2026-09-18