EFFE
+0.61 · +2.60%
$24.08 · NYSE ARCA

Harbor ETF Trust (EFFE) ETF Analysis | World Allocation

Global X Funds · United States
AUM:$5.1M
#– of – in World Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

EFFE returned +0.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.88% — above average for this category.

What is EFFE?

The fund seeks to achieve its investment objective through active exposures to equity securities of resource efficient large- and mid-capitalization public companies located in emerging markets. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in resource efficient emerging markets companies.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
EFFE returned 0.0% over the past year.
Higher Cost Profile
Expense ratio of 0.88% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 33.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$5.1M
Expense Ratio0.88%
Dividend Yield4.48%
Holdings10
Inception DateOct 2014
DomicileUnited States
DistributionNA
Index–
ProviderGlobal X Funds
Beta–
CategoryWorld Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.1%
1Y
+26.7%
3Y
+15.5%
5Y
+15.5%
OpenBook InsightIf you had invested £10,000 in EFFE 5 years ago, it would have grown to £11,551 — a gain of £1,551.

Annual Returns

Calendar year performance

EFFE delivered positive returns in 3 of the last 5 calendar years.
YearEFFE
2026 YTD+20.0%
2025+22.2%
2024-0.7%
2019+4.8%
2018-6.5%
CAGR 4yr+4.4%
3/5 positive yearsAvg return: +8.0%Worst year: -6.5% (2018)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
24.0%
Moderate
Momentum
+11.5%
30-day change
Support Level
26.35
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.