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LSEQ
+1.22 · +4.27%
$29.73 · NYSE ARCA

Harbor ETF Trust (LSEQ) ETF Analysis | Long-Short Equity

Harbor Capital Advisors Inc · USA
AUM:$15.9M
#– of – in Long-Short Equity 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 20.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.70% — above average for this category.

What is LSEQ?

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
LSEQ delivered 20.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.70% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 30.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$15.9M
Expense Ratio1.70%
Dividend Yield2.01%
Holdings48
Inception DateDec 2023
Domicile–
Distribution–
Index–
ProviderHarbor Capital Advisors Inc
Beta–
CategoryLong-Short Equity
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.1%
1Y
+30.6%
3Y
+48.0%
5Y
+48.0%
OpenBook InsightIf you had invested £10,000 in LSEQ 5 years ago, it would have grown to £14,804 — a gain of £4,804.

Annual Returns

Calendar year performance

LSEQ delivered positive returns in 3 of the last 4 calendar years.
YearLSEQ
2026 YTD+26.6%
2025+3.5%
2024+14.0%
2023-1.2%
CAGR 3yr+5.3%
3/4 positive yearsAvg return: +10.7%Worst year: -1.2% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
23.7%
Moderate
Momentum
+4.3%
30-day change
Support Level
32.10
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.
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