Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF (EFFI)
ETF overview
EFFI is actively managed investing in resource-efficient companies. These companies are characterized by lower carbon emissions, reduced water consumption, and minimal waste generation. The fund uses a proprietary quant strategy based on resource efficiency scores to predict companies that may outperform the MSCI World ex-US Index. It involves scoring companies relative to their sector peers on publicly reported carbon emissions, water use, and waste production. Companies in the financial sector do not receive scores because they are considered resource-efficient. Additionally, it does not invest in companies that breach the United Nations Global Compacts social and governance safeguards. The fund typically holds 70 to 90 equities, selected from the MSCI World ex US Index, having resource efficiency scores ranking within the top three quintiles compared to other evaluated companies within their respective sectors. Holdings are rebalanced monthly.
Fund facts
- Expense ratio
- 0.55%
- Fund assets
- 151.07M USD (all share classes)
- Issuer
- Harbor
- Inception date
- Dec 11, 2024
- Number of holdings
- 71
Breakdown
Holdings (71)
| Name | Ticker | Weight |
|---|---|---|
| RECRUIT HOLDINGS CO LTD | 6098.T | 3.90% |
| OBIC CO LTD | 4684.T | 3.89% |
| L'OREAL | OR.PA | 3.65% |
| SONOVA HOLDING AG-REG | SOON.SW | 3.62% |
| GLENCORE PLC | 3.59% | |
| KEYENCE CORP | 6861.T | 3.50% |
| TOYOTA TSUSHO CORP | 8015.T | 3.46% |
| LUNDIN GOLD INC | LUGDF | 3.38% |
| MERCEDES-BENZ GROUP AG | MBG.DE | 3.33% |
| SWEDISH ORPHAN BIOVITRUM AB | 2.94% | |
| and 58 more | ||
Historical returns do not guarantee future returns. This is not investment advice.
Harbor ETF Trust - Harbor Osmosis International Resource Efficient ETF (EFFI)
- Expense ratio
- 0.55%
- Fund assets
- 151.07M USD (all share classes)
- Issuer
- Harbor
- Inception date
- Dec 11, 2024
- Number of holdings
- 71
| Name | Ticker | Weight |
|---|---|---|
| RECRUIT HOLDINGS CO LTD | 6098.T | 3.90% |
| OBIC CO LTD | 4684.T | 3.89% |
| L'OREAL | OR.PA | 3.65% |
| SONOVA HOLDING AG-REG | SOON.SW | 3.62% |
| GLENCORE PLC | 3.59% | |
| KEYENCE CORP | 6861.T | 3.50% |
| TOYOTA TSUSHO CORP | 8015.T | 3.46% |
| LUNDIN GOLD INC | LUGDF | 3.38% |
| MERCEDES-BENZ GROUP AG | MBG.DE | 3.33% |
| SWEDISH ORPHAN BIOVITRUM AB | 2.94% | |
| and 58 more | ||
EFFI is actively managed investing in resource-efficient companies. These companies are characterized by lower carbon emissions, reduced water consumption, and minimal waste generation. The fund uses a proprietary quant strategy based on resource efficiency scores to predict companies that may outperform the MSCI World ex-US Index. It involves scoring companies relative to their sector peers on publicly reported carbon emissions, water use, and waste production. Companies in the financial sector do not receive scores because they are considered resource-efficient. Additionally, it does not invest in companies that breach the United Nations Global Compacts social and governance safeguards. The fund typically holds 70 to 90 equities, selected from the MSCI World ex US Index, having resource efficiency scores ranking within the top three quintiles compared to other evaluated companies within their respective sectors. Holdings are rebalanced monthly.
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