Harbor Long-Term Growers ETFHarbor Long-Term Growers ETFHarbor Long-Term Growers ETF

Harbor Long-Term Growers ETF

No trades
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Key stats


Assets under management (AUM)
‪1.05 B‬USD
Fund flows (1Y)
‪322.59 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.03%
Shares outstanding
‪33.85 M‬
Expense ratio
0.57%

About Harbor Long-Term Growers ETF


Brand
Harbor
Inception date
Feb 2, 2022
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Harbor Capital Advisors, Inc.
Distributor
Foreside Fund Services LLC
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.

Broaden your horizons with more funds linked to this ETF via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Growth
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Retail Trade
Stock breakdown by region
0.6%97%1%0.4%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
WINN trades at 30.95 USD today, its price has fallen −0.42% in the past 24 hours. Track more dynamics on WINN price chart.
WINN net asset value is 30.94 today — it's fallen 0.23% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
WINN assets under management is ‪1.05 B‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
WINN price has fallen by −0.39% over the last month, and its yearly performance shows a 19.68% increase. See more dynamics on WINN price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −0.23% over the last month, have fallen by −0.23% over the last month, showed a 5.49% increase in three-month performance and has increased by 19.29% in a year.
WINN fund flows account for ‪322.59 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
WINN invests in stocks. See more details in our Analysis section.
WINN expense ratio is 0.57%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, WINN isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, WINN technical analysis shows the neutral rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating WINN shows the buy signal. See more of WINN technicals for a more comprehensive analysis.
WINN trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
WINN shares are issued by ORIX Corp.
WINN follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Feb 2, 2022.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.