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HAPI
+1.77 · +4.49%
$41.29 · NYSE ARCA

Harbor Corporate Culture ETF (HAPI) ETF Analysis | Large Blend

Harbor Capital Advisors Inc · USA
AUM:$449.7M
#– of – in 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 12.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is HAPI?

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 150 U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HAPI returned 12.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 40.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$449.7M
Expense Ratio0.35%
Dividend Yield0.86%
Holdings50
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta0.98
CategoryLarge Blend
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
+12.0%
1Y
+18.5%
3Y
+79.3%
5Y
+133.4%
OpenBook InsightIf you had invested £10,000 in HAPI 5 years ago, it would have grown to £23,336 — a gain of £13,336.

Annual Returns

Calendar year performance

HAPI delivered positive returns in 5 of the last 5 calendar years.
YearHAPI
2026 YTD+13.6%
2025+16.3%
2024+28.4%
2023+30.6%
2022+6.2%
CAGR 4yr+20.0%
5/5 positive yearsAvg return: +19.0%Worst year: +6.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.7%
Low
Momentum
+5.3%
30-day change
Support Level
45.60
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.
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