What Your Current Approach May Be Missing
Passive Considerations
- Concentration is high
Your largest positions are driven by market cap, not conviction - No decision-making framework
The index reflects outcomes. It doesn’t evaluate opportunities
Beta-Plus & Factor Considerations
- Factor performance is inconsistent
Outcomes depend heavily on timing and market regime - Complexity without clarity
Multiple exposures don’t always translate to better results
Monthly data as of 3/31/2026. Source: FactSet. For Illustrative purposes only. Holdings are subject to change.
A More Intentional Way to Build Core Exposure
The Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is designed to sit between passive and active, maintaining core exposure while improving how capital is allocated.
Key Features:
- Stays close to the benchmark
Designed to maintain core exposure with controlled tracking error - Seeks to improves how stocks are selected and weighted
Evaluates companies based on expected return potential, not size or static factors - Adapts as conditions change
Integrates multiple signals without requiring factor timing decisions
Source: Morningstar Direct as of 3/31/2026. The chart compares Alpha and Tracking Error of passive (proxied by SPY), INFO, and active (proxied by the average of all ETFs in the Morningstar US Large Cap Blend category that are categorized as actively managed) vs. the S&P 500.
Is It Time to Be More Intentional About Your Largest Portfolio Allocation?
Request a custom, advisor-specific analysis to understand how your current large cap exposure is positioned and where it may be carrying unintended risks.
Whether you’re considering INFO or not, we’ll provide a focused comparison to help you assess your allocation and identify opportunities to improve it.
No heavy lift required.
Built for advisors assessing their core equity exposure
We’ll follow up within 1 business day.
Average Annual Returns as of 3/31/2026
Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions. Past performance reflects the beneficial effect of any expense waivers or reimbursements, without which returns would have been lower. Investment returns and principal value will fluctuate and when redeemed may be worth more or less than their original cost. Returns for periods less than one year are not annualized. Current performance may be higher or lower and is available through the most recent month end at harborcapital.com or by calling 800-422-1050.
Important Information
For Institutional use only.
All investments involve risk including the possible loss of principal. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.
Investing entails risks and there can be no assurance that any investment will achieve profits or avoid incurring losses.
Shares are bought and sold at market price not net asset value (NAV). Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.
There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Large cap stocks may fall out of favor relative to small or mid cap stocks, which may cause the Fund to underperform other equity funds that focus on small or mid cap stocks. The Fund utilizes a quantitative model and there are limitations in every quantitative model. There can be no assurances that the strategies pursued or the techniques implemented in the quantitative model will be profitable, and various market conditions may be materially less favorable to certain strategies than others. A non‑diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio. Diversification does not assure a profit or protect against loss in a declining market.
The Subadvisor considers certain Environmental, Social and Governance (ESG) factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.
The S&P 500 Index is an unmanaged index generally representative of the U.S. market for large capitalization equities. This unmanaged index does not reflect fees and expenses and is not available for direct investment.
© 2026 Morningstar, Inc. All rights reserved. The information contained herein:(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Alpha is a measure of risk (beta)‑adjusted return.
Beta is a measure of systematic risk, or the sensitivity of a fund to movements in the benchmark. A beta of 1 implies that the expected movement of a fund's return would match that of the benchmark used to measure beta.
Investors should carefully consider the investment objectives, risks, charges and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.
PanAgora Asset Management is a third-party subadvisor to the Harbor PanAgora Dynamic Large Cap Core ETF.
Foreside Fund Services, LLC is the Distributor of the Harbor PanAgora Dynamic Large Cap Core ETF.