INNO – Harbor Disruptive Innovation ETF – ETF Stock Quote | Morningstar

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Will INNO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INNO’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the INNO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of INNO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Harbor Disruptive Innovation ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 33.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Lam Research Corp	3.95	1.0 Mil	Technology
ServiceNow Inc	3.75	975,578	Technology
NVIDIA Corp	3.65	951,912	Technology
Alphabet Inc Class C	3.46	900,036	Communication Services
MercadoLibre Inc	3.36	876,035	Consumer Cyclical
Progressive Corp	3.18	828,157	Financial Services
Danaher Corp	3.02	786,065	Healthcare
Fiserv Inc	2.97	772,743	Technology
Cadence Design Systems Inc	2.93	762,575	Technology
United Rentals Inc	2.87	748,701	Industrials

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