Harbor AlphaEdge Large Cap Value ETF (AELV): ETF
ETF traded on ARCX under symbol AELV. Quoted in usd.
Harbor AlphaEdge Large Cap Value ETF
ARCX:AELVEquity
AUM $2.65M·YTD --·Yield --
ARCX:AELVAUM $2.65MAbout AELV
This fund is an actively managed exchange-traded fund (ETF) that invests at least 80% of its assets in securities of large capitalization companies. It does not seek to replicate the performance of a specific index. The portfolio managers select stocks they believe are undervalued, and may sell them if they no longer meet valuation criteria, if risks outweigh returns, or if more attractive alternatives are found.
Largest holdings
- AAPL APPLE INC7.11%
- JNJ JOHNSON & JOHNSON4.44%
- BAC BANK OF AMERICA CORP3.44%
- ADBE ADOBE INC3.29%
- MSFT MICROSOFT CORP3.21%
- AMZN AMAZON.COM INC3.19%
- BMY BRISTOL-MYERS SQUIBB CO3.13%
- V VISA INC-CLASS A SHARES3.12%
- GD GENERAL DYNAMICS CORP3.02%
- BNY BANK OF NEW YORK MELLON CORP2.94%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$111,860
Total Return
+$41,860
(+59.8%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$2.65M
NAV$26.54
Premium/Discount--
Expense Ratio0.25%
Market Cap--
Shares Outstanding--
Inception DateSep. 4, 2024
Fund Details
IssuerHarbor
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
Volume
Avg Volume8.16K
30d
76
60d
3.15K
90d
2.43K
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