Key stats
About Harbor SMID Cap Core ETF
Home page
Inception date
May 1, 2025
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Harbor Capital Advisors, Inc.
Distributor
Foreside Fund Services LLC
ISIN
US41151J6534
EPSB is an actively managed fund offering core exposure to the US equity small- and mid-cap market. The fund uses a bottom-up investment approach, employing fundamental and qualitative criteria, to evaluate and select investments. The funds adviser looks for companies with strong revenue growth, profit margins, manageable debt, positive cash flow, and earnings prospects that are trading undervalued. Statistical analysis and ESG considerations may also be utilized to determine and manage specific risks. EPSB will comprise 40-70 stocks while seeking total return.
Related funds
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Producer Manufacturing
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
EPSB trades at 22.46 USD today, its price has fallen −0.11% in the past 24 hours. Track more dynamics on EPSB price chart.
EPSB net asset value is 22.58 today — it's risen 1.63% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
EPSB assets under management is 3.40 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
EPSB invests in stocks. See more details in our Analysis section.
EPSB expense ratio is 0.88%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, EPSB isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, EPSB doesn't pay dividends to its holders.
EPSB trades at a premium (0.04%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
EPSB shares are issued by ORIX Corp.
EPSB follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on May 1, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.