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.

Weakness in Harbor Long-Short Equity ETF's People and Process 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 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 −24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

46.95 10.2 Mil
Cash and Equivalents

AppLovin Corp Ordinary Shares - Class A

2.14 465,753
Technology

PG&E Corp

1.89 410,336
Utilities

PENN Entertainment Inc

1.84 398,774
Consumer Cyclical

Palantir Technologies Inc Ordinary Shares - Class A

1.76 382,649
Technology

Carvana Co Class A

1.73 375,464
Consumer Cyclical

Sirius XM Holdings Inc

1.71 372,587
Communication Services

DoubleVerify Holdings Inc

1.63 353,830
Technology

Doximity Inc Class A

1.62 352,106
Healthcare

Boston Scientific Corp

1.55 337,720
Healthcare

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