EPSV is an actively managed fund offering segmented exposure to the US equity small- and mid-cap value market. The funds adviser begins the portfolio construction process by considering all constituent securities of any value index as defined by FTSE Russell. Using a bottom-up investment approach, employing fundamental and qualitative criteria, the funds adviser evaluates and selects investments. Statistical analysis and ESG considerations may also be utilized to determine and manage specific risks. EPSV will comprise 40-70 value stocks while seeking total return.
公司网站 :
https://www.harborcapital.com/etf/epsv/
总经理:-
建立时间:2025
公司总部:Harbor ETF Trust Harbor SMID Cap Value ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds