Summary
MEDI Chart
Harbor Health Care ETF Q4 2025 Commentary
During the fourth quarter, the Harbor Health Care ETF returned 10.43% (NAV), underperforming the Russell 3000® Growth Health Care Index, which returned 16.71%. The underperformance was primarily driven by stock selection and relative underexposure to higher-beta names, particularly within development-stage biotechnology and more speculative areas of medtech. From a factor perspective, the ETF's overweight exposure to volatility was the largest tailwind to relative performance, offsetting a headwind from an underweight exposure to size.
Harbor Health Care ETF Q1 2025 Commentary
The Health Care sector rebounded in the first quarter of 2025, navigating a volatile but opportunistic landscape. During the first quarter, the Harbor Health Care ETF returned 2.18% (NAV), outperforming the Russell 3000® Growth Health Care Index, which returned 1.99%. Relative performance was driven by our overweight in commercial-stage biotechnology, as well as solid contributions from health care services.
Harbor Health Care ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 209,783 | $7.1M | $7.13M | $31,454.17 | 0.44% |
Harbor Health Care ETF (MEDI) FAQ
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Harbor Health Care ETF Profile
| ARCA Exchange | US Country |
Overview
The aforementioned company operates as an investment fund specifically focused on the health care sector. The primary investment strategy involves allocating funds into equity securities, which include both common and preferred stocks of companies across different market capitalizations. A unique hallmark of this fund is its commitment to invest at least 80% of its net assets, in addition to borrowings intended for investment purposes, in health care companies. These are defined as entities primarily engaged in the research, development, production, or distribution of products and services within the health care industry. This fund is characterized by its non-diversified status, meaning it may invest a significant portion of its assets in fewer securities, potentially increasing the risk and the possibility of higher returns.
Products and Services
The fund's products and services are primarily focused on investment in the health care sector, specifically in the following areas:
- Equity Securities
Investments made in common and preferred stocks of companies of any market capitalization. This broad approach allows the fund to tap into the potential of a wide range of companies, from burgeoning startups to established giants within the health care industry.
- Health Care Companies
The fund specifically targets companies engaged in the research, development, production, or distribution of health care products and services. This focused approach enables the fund to benefit from the sector's growth while contributing to the advancement of health care technologies and services.
