Mid-Cap Value · NYSE · USD · Data as of 2026-05-16
AUM
$4.44M
Expense ratio
0.88%
Yield
—
YTD return
+12.22%
Last price
$25.68
Unclassified · Coverage 50% · low
Today
54.7
Outlook
58.4
Block A (composite-derived)
67.5
Block C (market behavior)
53.4
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
67.5
Coverage 50% · low
Liquidity
—
Expenses
45.0
Performance
—
Volatility
—
Dividend
—
Concentration
70.0
Smart Money
66.1
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Harbor ETF Trust (EPMV) is an exchange-traded fund from Harbor Capital Advisors Inc in the Mixed asset class. Launched in 2025. Assets under management: 4,438,815.
Bullish Whales composite rating: 67 out of 100. Evidence coverage 50% across 4 of 8 axes. Strongest axes: activist exposure, concentration, smart-money flow.
Annualized one-year realized volatility 15%, classified moderate. Weakest axes: expenses, smart-money flow.
Top-10 weight 0%, diversified, led by FLEX.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, expenses_score, smart_money_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yHarbor Mid Cap Value ETF is an exchange-traded fund specializing in U.S. mid-cap value equities. The fund employs an active, contrarian investment approach, aiming to identify and invest in mid-sized U.S. companies considered undervalued by the broader market. It seeks exposure to businesses with stable fundamentals that may be overlooked or underappreciated, focusing on companies in established industries rather than distressed or speculative enterprises. This strategy results in a portfolio diversified across multiple mid-cap value sectors, helping to spread risk and minimize unintended biases. Managed by Harbor Capital Advisors, the ETF utilizes quantitative and systematic valuation models to construct its holdings. Its primary objective is to provide consistent, risk-aware returns by investing in stocks that demonstrate deep value characteristics and long-term staying power. As a result, the ETF serves as a tool for investors seeking diversified exposure to the mid-cap value segment of the U.S. equity market, offering a measured alternative to growth- or momentum-focused strategies.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $4,438,815. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EPMV are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.