EPEM
+2.04 · +8.87%
$25.04 · NYSE

Harbor ETF Trust (EPEM) ETF Analysis | Diversified Emerging Mkts

Harbor Capital Advisors Inc · USA
AUM:$7.4M
#– of – in Diversified Emerging Mkts 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

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

What is EPEM?

The fund invests primarily in equity securities, principally common stocks, of emerging markets companies. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of companies that are tied economically to emerging market countries.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
EPEM returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 48.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$7.4M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings39
Inception DateJun 2025
Domicile
Distribution
Index
ProviderHarbor Capital Advisors Inc
Beta
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

How would EPEM 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
+11.2%
1Y
+43.9%
3Y
+55.1%
5Y
+55.1%
OpenBook InsightIf you had invested £10,000 in EPEM 5 years ago, it would have grown to £15,511 — a gain of £5,511.

Annual Returns

Calendar year performance

EPEM delivered positive returns in 2 of the last 2 calendar years.
YearEPEM
2026 YTD+25.3%
2025+20.8%
2/2 positive yearsAvg return: +23.0%Worst year: +20.8% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
25.7%
Moderate
Momentum
+9.3%
30-day change
Support Level
27.86
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.