HAPY
Harbor Human Capital Factor Unconstrained ETF
HAPY tracks an equal-weighted index of US-listed large-cap companies scoring highest in terms of a quantitative measure that ties corporate culture to financial performance.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 2.5 M
ASSETS UNDER MGMT
50 bp
EXPENSES
Fund Basics
| Inception date | Feb 23, 2022 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Constituent Breakdown
| Number of holdings | 1 |
| Herfindahl-Hirschman Index | 158 |
| Wgt avg mkt cap (mns) | $0 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 0.0% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
Historical Performance
Standardized Performance (as of 11/30/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 3.3% | -3.4% | 12.2% | 13.5% | -- | -- | -- | 5.7% |
| Dividend Yield | 0.0% | 0.8% | 0.7% | 0.5% | -- | -- | -- | 0.4% |
| Total Returns | 3.3% | -2.6% | 12.9% | 14.0% | -- | -- | -- | 6.1% | Ann. Volatility | 21.7% | 21.1% | 17.7% | 18.8% | -- | -- | -- | 23.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.96 | 65% |
| MSCI EAFE | 0.64 | 32% |
| MSCI Emg Mkts | 0.61 | 32% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.34% |
Technical Indicators
| 30d moving avg. (EMA) | $24.28 |
| Relative strength (RSI) | 57 |
| MACD/Signal | 0.19/0.17 |
| Bollinger Bands (Upper/Lower) | $24.90/$23.83 |
| Short interest (% of AUM) | 0.1% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. HAPY |
Expenses vs. HAPY |
ALTAR Score™ vs. HAPY |
|---|
Risk and Returns: HAPY vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | ||||
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/18/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.2%
ALTAR SCORE™
45th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,207 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.1%. HAPY's ALTAR Score™ is approximately -0.1 standard
deviations above the category average. This places HAPY in the 45th percentile
among funds in the category.
Sell-Side Consensus
$
PRICE TARGET
-100.0%
UPSIDE