Harbor Active Small Cap Growth ETF
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Key stats
About Harbor Active Small Cap Growth ETF
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Inception date
Jan 14, 2026
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
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
Identifiers
3
ISIN US41151J5965
SGRW invests primarily in equity securities of US small capitalization companies that the subadviser classifies as growth-oriented based on internal research. Small cap companies are defined by market capitalizations that have historically aligned with those included in the Russell 2000 Growth Index, though holdings may be retained if they later fall outside that range. The portfolio is built using a bottom-up stock selection process and is diversified across a large number of issuers, typically holding well over 100 positions. Portfolio companies are grouped into internal investment categories that reflect different growth profiles, including established growth businesses, emerging innovators, and companies undergoing identifiable changes that may affect future earnings. The fund may also hold securities of non-US companies that trade on US exchanges and incorporates environmental, social, and governance considerations as part of its research process.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Health Technology
Technology Services
Producer Manufacturing
Stocks98.77%
Electronic Technology22.81%
Health Technology20.85%
Technology Services14.33%
Producer Manufacturing11.79%
Finance7.63%
Industrial Services4.81%
Non-Energy Minerals4.03%
Health Services2.97%
Consumer Services2.38%
Consumer Durables1.56%
Retail Trade1.42%
Consumer Non-Durables1.30%
Commercial Services0.86%
Distribution Services0.81%
Process Industries0.71%
Communications0.50%
Bonds, Cash & Other1.23%
Cash1.23%
Stock breakdown by region
North America90.58%
Middle East3.88%
Europe3.63%
Asia1.91%
Latin America0.00%
Africa0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history
Assets under management (AUM)
Fund Flows
Frequently Asked Questions
SGRW invests in stocks. The fund's major sectors are Electronic Technology, with 22.81% stocks, and Health Technology, with 20.85% of the basket. The assets are mostly located in the North America region.
SGRW top holdings are Casella Waste Systems, Inc. Class A and Modine Manufacturing Company, occupying 2.58% and 2.53% of the portfolio correspondingly.
SGRW assets under management is 3.27 M USD. It's risen 549.28% over the last month.
SGRW fund flows account for 3.04 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
No, SGRW doesn't pay dividends to its holders.
SGRW shares are issued by ORIX Corp. under the brand Harbor. The ETF was launched on Jan 14, 2026, and its management style is Active.
SGRW expense ratio is 0.80% meaning you'd have to pay 0.80% of your investment to help manage the fund.
SGRW follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
SGRW invests in stocks.
SGRW trades at a premium (0.08%) meaning the ETF is trading at a higher price than the calculated NAV.