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About Harbor International Compounders ETF
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Inception date
Sep 6, 2022
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Harbor Capital Advisors, Inc.
Distributor
Foreside Fund Services LLC
OSEA is designed to provide transparent exposure to high-quality stocks worldwide, excluding the US market. It focuses on firms delivering expected sustainable growth, which compounds earnings over the long-term. In constructing the portfolio, a qualitative assessment of the firms business models, management, and financial and valuation metrics is conducted to determine those with consistent, recurring revenues, stable free cash flows, and sustainable capital returns. ESG factors, based on internal research, are also taken into account to identify companies with good business practices. The portfolio will typically be made up of 25-30 securities, diversified across various growth themes. Since the fund is actively managed, selection and weighting decisions are at the discretion of the adviser.
Classification
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Finance
Health Technology
Consumer Non-Durables
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.