Morningstar

Harbor Disruptive Innovation ETF INNO

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

Morningstar’s Analysis INNO

Will INNO 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 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 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 INNO

More INNO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

4.13 1.1 Mil
Technology

ServiceNow Inc

3.93 1.0 Mil
Technology

NVIDIA Corp

3.81 1.0 Mil
Technology

MercadoLibre Inc

3.36 890,489
Consumer Cyclical

Alphabet Inc Class C

3.31 875,508
Communication Services

Progressive Corp

3.10 822,002
Financial Services

Cadence Design Systems Inc

3.00 794,170
Technology

Danaher Corp

2.99 792,851
Healthcare

Shopify Inc Registered Shs -A- Subord Vtg

2.87 761,392
Technology

Linde PLC

2.87 759,128
Basic Materials

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