Harbor Human Capital Factor US Large Cap ETF (HAPI)

Frequently Asked Questions About HAPI

What does HAPI invest in?

This fund allocates a minimum of 80% of its total holdings to securities found within its target index. The index itself is structured as a modified market capitalization-weighted collection of stocks from roughly 150 American enterprises. These companies are selected by Irrational Capital LLC, also known as “Irrational Capital,” specifically because the advisor assesses them as possessing robust corporate cultures, a determination made through their exclusive, proprietary scoring system.

What is the expense ratio of HAPI?

Harbor Human Capital Factor US Large Cap ETF (HAPI) (HAPI) charges an expense ratio of 0.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HAPI?

Harbor Human Capital Factor US Large Cap ETF (HAPI) (HAPI) manages $500.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is HAPI actively managed or an index fund?

HAPI's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HAPI launched?

Harbor Human Capital Factor US Large Cap ETF (HAPI) (HAPI) launched in October 2022 and is managed by Harbor.

How has HAPI performed?

HAPI's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.