EFFI
+1.05 · +4.43%
$24.73 · NYSE ARCA

Harbor ETF Trust (EFFI) ETF Analysis | Foreign Large Blend

Harbor Capital Advisors Inc · USA
AUM:$139.1M
#– of – in Foreign Large Blend 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

Up 36.6% over the past year, reflecting strong price momentum.

What is EFFI?

The fund seeks to achieve its investment objective through active exposures to equity securities of resource efficient large- and mid-capitalization public companies across developed market countries, excluding the United States. The fund manager defines resource efficient public companies as those that, relative to their sector peers, emit less carbon, consume less water and generate less waste.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EFFI delivered 36.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Concentration
Top 10 holdings make up 32.6% of the ETF — a moderate level of name concentration.
Notable Dividend Yield
Current yield of 4.21% provides a meaningful income component alongside market exposure.
ETF Information
AUM$139.1M
Expense Ratio0.00%
Dividend Yield4.21%
Holdings50
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta–
CategoryForeign Large Blend
CurrencyUSD
Portfolio Impact

How would EFFI affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.2%
1Y
+20.3%
3Y
+46.9%
5Y
+46.9%
OpenBook InsightIf you had invested £10,000 in EFFI 5 years ago, it would have grown to £14,695 — a gain of £4,695.

Annual Returns

Calendar year performance

EFFI delivered positive returns in 2 of the last 3 calendar years.
YearEFFI
2026 YTD+13.2%
2025+33.6%
2024-3.4%
CAGR 2yr+13.6%
2/3 positive yearsAvg return: +14.5%Worst year: -3.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.5%
Low
Momentum
+7.7%
30-day change
Support Level
26.50
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.