Key stats
About Harbor International Compounders ETF
Expense ratio
0.55%
Home page
Inception date
Sep 6, 2022
OSEA is designed to provide transparent exposure to high-quality stocks worldwide, excluding the US market. It focuses on firms delivering expected sustainable growth, which compounds earnings over the long-term. In constructing the portfolio, a qualitative assessment of the firms business models, management, and financial and valuation metrics is conducted to determine those with consistent, recurring revenues, stable free cash flows, and sustainable capital returns. ESG factors, based on internal research, are also taken into account to identify companies with good business practices. The portfolio will typically be made up of 25-30 securities, diversified across various growth themes. Since the fund is actively managed, selection and weighting decisions are at the discretion of the adviser.
Classification
What's in the fund
Exposure type
Electronic Technology
Producer Manufacturing
Health Technology
Finance
Consumer Non-Durables
Stock breakdown by region