EFFE

Harbor$29.09 ()
AUM $148.7MER 0.69%NAV $28.74Holdings 91

Price Chart

Key Statistics

Previous Close

$28.86

Day Range

N/A

52-Week Range

$22.27$29.88

Avg Volume

47

Dividend Yield

Expense Ratio

0.69%

AUM

$148.7M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology41.14%
Financial Services16.93%
Consumer Cyclical10.70%
Industrials8.05%
Communication Services7.11%
Basic Materials5.97%
Energy5.11%
Consumer Defensive1.89%
Healthcare1.81%
Real Estate1.27%
Cash & Others0.02%

Country Allocation

CountryWeight %
Taiwan26.12%
South Korea20.85%
China17.58%
India11.80%
Hong Kong4.00%
Brazil3.83%
South Africa3.60%
Saudi Arabia2.48%
Thailand2.03%
United Arab Emirates1.55%
Mexico1.03%
Malaysia0.93%
Poland0.73%
Other0.55%
Kuwait0.55%
Qatar0.49%
Greece0.42%
Turkey0.38%
Chile0.35%
Hungary0.34%
Egypt0.11%
Colombia0.11%
Peru0.11%
Czech Republic0.06%

Fund Information

Issuer
Harbor
Category
Technology
Inception Date
Dec 18, 2024
Exchange
NYSE_ARCA
Description
EFFE aims to actively invest in equity securities of resource-efficient large- and mid-cap companies in emerging markets. Such companies are defined are those that emit less carbon, use less water, and generate less waste compared to their peers. The fund adviser uses a quantitative strategy based on its Resource Efficiency Scores, predicting companies with higher scores may outperform a broad-based emerging markets index. Companies are scored on carbon emissions, water use, and waste production, standardized into scores for cross-sector comparison. Resource-efficient companies within the top three quintiles of their sector are selected for the portfolio. It may also invest up to 20% in non-resource-efficient investments to align with its benchmark's weightings. Typically holding 70-90 securities, the fund avoids tobacco, certain munitions manufacturers, and companies violating UN Global Compact principles. The portfolio is rebalanced monthly, primarily following the sub-advisers quantitative strategy for buy/sell decisions.

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The Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF (EFFE) is an exchange-traded fund issued by Harbor that launched on Dec 18, 2024. It currently manages $148.7M in assets under management. The fund charges an expense ratio of 0.69%. The fund holds 91 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

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Detailed Returns

PeriodReturnETF
1D
1W
-2.49%
1M
+1.42%
3M
-1.39%
6M
+19.94%
YTD
+21.42%
1Y
+18.15%
3Y
+43.42%
5Y
+43.42%

Moving Averages

20-Day MA

$28.37

Above 20-Day MA
50-Day MA

$27.35

Above 50-Day MA
200-Day MA

$25.66

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$29.88

Current Price

$29.09

52-Week Low

$22.27

$22.27$29.88

Current Yield

Annual Dividend

$2.5716

Frequency

1x/year

Last Ex-Date

Dec 19, 2025

Dividend History

Ex-DateAmountPay Date
Dec 19, 2025$1.0836Dec 24, 2025
Dec 28, 2018$0.4479Jan 8, 2019
Dec 28, 2017$0.6843Jan 9, 2018
Aug 31, 2017$0.3559Sep 11, 2017
Dec 28, 2016$0.4260Jan 6, 2017
Dec 29, 2015$1.0426Jan 8, 2016
Dec 29, 2014$0.1596Jan 8, 2015

Dividend Payments Over Time

Category Comparison

MetricEFFETechnology(1660 ETFs)
Fund Info
Expense Ratio0.69%0.61%
AUM$148.7M$6.83B
Dividend Yield2.94%
Avg Volume47432.5K
Holdings91198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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