Key stats
About Harbor Long-Term Growers ETF
Expense ratio
0.57%
Home page
Inception date
Feb 2, 2022
ISIN
US41151J4067
WINN offers a growth-oriented style of investing in the US equity market. The portfolio construction starts with a bottom-up, fundamental research, which seeks to identify large- and mid-cap companies that have a combination of the following characteristics: market-leading position, disruptive business model, expected above-average revenue, earnings, and cash flow growth over the next few years, strong cash flow generation, balance sheet strength, experienced management team, and appropriate valuation relative to its growth potential. The adviser then employs a systematic portfolio construction process to manage the funds overall investment risks. Additionally, an optimization process is used to incorporate the advisers fundamental growth insights, considering diversification and liquidity risk. The fund may invest up to 20% of its net assets in foreign companies, including emerging market issuers.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Health Technology
Stock breakdown by region