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In the first quarter of 2026, the Harbor Mid Cap Value ETF returned 3.14% (NAV), underperforming its benchmark, the Russell Midcap® Value Index, which returned 3.68%. Sector positioning was the primary driver of relative underperformance, with an overweight to Financials and Consumer Discretionary and an underweight to Energy and Utilities all acting as headwinds. The portfolio maintained limited exposure to Oil & Gas companies, which gained nearly 37% during the quarter, as returns were largely driven by commodity price movements rather than fundamental improvements.
In the fourth quarter of 2025, the Harbor Mid Cap Value ETF returned 2.00% (NAV), outperforming its benchmark, which returned 1.42%. Raymond James shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure. Murphy Oil shares gained 11% as the company reported an earnings beat driven by higher production, stronger pricing, and sharply lower lease operating expenses.
SEC filings for EPMV aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.