Morningstar

Harbor International Compounders ETF OSEA

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

Morningstar’s Analysis OSEA

Will OSEA 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 OSEA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A lowering of its Process Pillar rating is the primary driver of Harbor International Compounders ETF's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OSEA

More OSEA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk AS Class B

5.55 12.6 Mil
Healthcare

SAP SE

5.00 11.3 Mil
Technology

HDFC Bank Ltd ADR

4.98 11.3 Mil
Financial Services

Linde PLC

4.83 11.0 Mil
Basic Materials

Ferguson Enterprises Inc

4.27 9.7 Mil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.15 9.4 Mil
Technology

Hoya Corp

4.06 9.2 Mil
Healthcare

AstraZeneca PLC

3.91 8.9 Mil
Healthcare

AIA Group Ltd

3.69 8.4 Mil
Financial Services

Nestle SA

3.53 8.0 Mil
Consumer Defensive

Sponsor Center