EFFI

Harbor$27.55 ()
AUM $152.2MER 0.55%NAV $27.05Holdings 73

Price Chart

Key Statistics

Previous Close

$27.66

Day Range

N/A

52-Week Range

$22.82$27.67

Avg Volume

475

Dividend Yield

Expense Ratio

0.55%

AUM

$152.2M

Shares Outstanding

Sector Breakdown

SectorWeight %
Financial Services27.12%
Industrials14.51%
Technology9.75%
Healthcare9.19%
Basic Materials8.81%
Consumer Cyclical8.53%
Communication Services7.43%
Consumer Defensive5.76%
Utilities3.59%
Energy3.52%
Real Estate1.80%

Country Allocation

CountryWeight %
Japan19.97%
Switzerland11.72%
Canada11.39%
France7.99%
United Kingdom7.93%
Germany6.96%
Australia4.76%
Netherlands4.74%
Italy3.90%
Sweden3.88%
Spain3.22%
Ireland2.60%
Singapore2.48%
Denmark2.46%
Finland2.01%
Norway1.72%
Portugal0.89%
Hong Kong0.63%
Other0.28%
Belgium0.25%
Israel0.20%

Fund Information

Issuer
Harbor
Inception Date
Dec 11, 2024
Exchange
NYSE_ARCA
Description
EFFI is actively managed investing in resource-efficient companies. These companies are characterized by lower carbon emissions, reduced water consumption, and minimal waste generation. The fund uses a proprietary quant strategy based on resource efficiency scores to predict companies that may outperform the MSCI World ex-US Index. It involves scoring companies relative to their sector peers on publicly reported carbon emissions, water use, and waste production. Companies in the financial sector do not receive scores because they are considered resource-efficient. Additionally, it does not invest in companies that breach the United Nations Global Compacts social and governance safeguards. The fund typically holds 70 to 90 equities, selected from the MSCI World ex US Index, having resource efficiency scores ranking within the top three quintiles compared to other evaluated companies within their respective sectors. Holdings are rebalanced monthly.

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The Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF (EFFI) is an exchange-traded fund issued by Harbor that launched on Dec 11, 2024. It currently manages $152.2M in assets under management. The fund charges an expense ratio of 0.55%. The fund holds 73 securities in its portfolio. It falls under the Financial Services 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
-1.07%
1M
-0.56%
3M
+6.93%
6M
+14.13%
YTD
+12.10%
1Y
+14.21%
3Y
+39.39%
5Y
+39.39%

Moving Averages

20-Day MA

$27.37

Above 20-Day MA
50-Day MA

$26.66

Above 50-Day MA
200-Day MA

$25.18

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.67

Current Price

$27.55

52-Week Low

$22.82

$22.82$27.67

Current Yield

Annual Dividend

$1.0470

Frequency

1x/year

Last Ex-Date

Dec 19, 2025

Dividend History

Ex-DateAmountPay Date
Dec 19, 2025$1.0470Dec 24, 2025

Dividend Payments Over Time

Category Comparison

MetricEFFIFinancial Services(845 ETFs)
Fund Info
Expense Ratio0.55%0.64%
AUM$152.2M$3.31B
Dividend Yield4.74%
Avg Volume475728.2K
Holdings73261
Performance
1-Month Return-0.85%
6-Month Return+3.84%
YTD Return+8.72%
1-Year Return+7.81%

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