Morningstar

Harbor Long-Short Equity ETF LSEQ

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis LSEQ

Will LSEQ outperform in future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the LSEQ 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 LSEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in People Pillar rating is the primary driver of Harbor Long-Short Equity ETF's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSEQ

More LSEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

39.22 8.5 Mil
Cash and Equivalents

UiPath Inc Class A

2.19 477,499
Technology

Nordstrom Inc

2.15 468,481
Consumer Cyclical

Playtika Holding Corp Ordinary Shares

2.12 461,482
Communication Services

AppLovin Corp Ordinary Shares - Class A

1.95 423,959
Technology

Casey's General Stores Inc

1.93 418,992
Consumer Cyclical

Walmart Inc

1.90 414,071
Consumer Defensive

US Foods Holding Corp

1.86 403,768
Consumer Defensive

Costco Wholesale Corp

1.83 399,208
Consumer Defensive

Exelixis Inc

1.80 391,949
Healthcare

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