Harbor AlphaEdge™ ETF Suite
Fundamental Insights.Systematic Implementation.Economic Adaption.
Access a lineup of active style-specific equity ETFs powered by fundamentally driven, systematically implemented investing with an adaptive economic regime overlay designed to provide consistent exposure while seeking alpha above passive beta exposures.
- Harbor AlphaEdge™ Mid Cap Core ETFRussell Midcap® Index
- Harbor AlphaEdge™ Mid Cap Growth ETFRussell Midcap® Growth Index
- Harbor AlphaEdge™ Mid Cap Value ETFRussell Midcap® Value Index
- Harbor AlphaEdge™ Small Cap Core ETFRussell 2000® Index
- Harbor AlphaEdge™ Small Cap Growth ETFRussell 2000® Growth Index
- Harbor AlphaEdge™ Small Cap Value ETFRussell 2000® Value Index
Why Choose Harbor AlphaEdge™ ETFs?
Three reasons allocators may choose the AlphaEdge suite.
Fundamentally driven.
Fundamental and market-based characteristics inform security selection and expected return potential.
Systematically implemented.
A disciplined, quantitative approach translates investment research into portfolio construction.
Adaptive regime overlay.
Top-down business cycle inputs that dynamically adjust exposures as market conditions evolve.
Harbor AlphaEdge™ ETF Suite
Style-specific systematic exposure.
Our adaptive economic regime overlay tilts portfolios to optimize factor exposure for different market environments.
Six ETFs across two market-cap universes and three style orientations — designed for consistent portfolio implementation.
| SmallRussell 2000® Universe | AESBHarbor AlphaEdge™ Small Cap Core ETF | AESGHarbor AlphaEdge™ Small Cap Growth ETF | AESLHarbor AlphaEdge™ Small Cap Value ETF |
|---|---|---|---|
| MidRussell Midcap® Universe | AEMCHarbor AlphaEdge™ Mid Cap Core ETF | AEMGHarbor AlphaEdge™ Mid Cap Growth ETF | AEMVHarbor AlphaEdge™ Mid Cap Value ETF |
The Investment Process
One systematic approach. Six active implementations.
Harbor AlphaEdge™ ETFs aim to maintain the intended style orientation while pursuing long‑term alpha.
FUNDAMENTALLY DRIVEN
Fundamental & market-based characteristics inform security selection.
SYSTEMATICALLY IMPLEMENTED
Disciplined, quantitative approach translates investment research into portfolio construction.
ADAPTIVE REGIME OVERLAY
Top-down business cycle inputs adjust exposures as conditions evolve.
ALPHAEDGE™
SYSTEMATIC
PROCESS
Seek alpha above passive beta exposures.
SMALL CAP
- AESBHarbor AlphaEdge™ Small Cap Core ETF
- AESGHarbor AlphaEdge™ Small Cap Growth ETF
- AESLHarbor AlphaEdge™ Small Cap Value ETF
MID CAP
- AEMCHarbor AlphaEdge™ Mid Cap Core ETF
- AEMGHarbor AlphaEdge™ Mid Cap Growth ETF
- AEMVHarbor AlphaEdge™ Mid Cap Value ETF
Portfolio Workflow
From portfolio view to purposeful exposure.
A systematic approach to implement the size and style exposures you seek — a four‑step path from your allocation view to the aligned ETF.
PORTFOLIO VIEW
Start with your strategic allocation and the exposures your portfolio seeks.
CHOOSE SIZE + STYLE
Select the market cap (Small, Mid) and style (Core, Growth, Value) that align with your objectives.
Core Growth Value Small Mid HARBOR ALPHAEDGE™ ETF
Explore the ETF that is designed to deliver the exposure you selected — built to stay true to its intended style and size.
YOUR SELECTION
AESLHarbor AlphaEdge™
Small Cap Value ETFSYSTEMATIC ACTIVE IMPLEMENTATION
Fundamentally driven, systematically implemented investing with an adaptive economic regime designed to provide consistent exposure while seeking alpha above passive beta exposures.
Get in Touch
Ready to build with style-specific exposure?
Explore individual funds or talk with our team about integrating the Harbor AlphaEdge™ suite into your portfolio construction workflow.
DISCLOSURES
Important Information
Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETFs are new and have limited operating history to judge.
Harbor AlphaEdge™ Small Cap Core ETF
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. Stocks of small cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. 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.
The Russell 2000® Index measures the performance of the small‑cap segment of the US equity universe. It is a subset of the Russell 3000® and includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2000® Index and Russell® are trademarks of Frank Russell Company.
Harbor AlphaEdge™ Small Cap Value ETF
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. Stocks of small cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. Undervalued securities may take long to appreciate or never reach full value, and value investing may underperform at times compared to other styles. 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.
The Russell 2000® Value Index is an unmanaged index representing the smallest 2000 stocks with the lowest price‑to‑book ratio and future earnings. The Russell 2000® Value Index and Russell® are trademarks of Frank Russell Company.
Harbor AlphaEdge™ Mid Cap Growth ETF
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. Stocks of small cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. At times, a growth investing style may be out of favor with investors which could cause growth securities to underperform value or other equity securities. 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.
The Russell 2000® Growth Index is an unmanaged index representing the smallest 2000 stocks with the highest price‑to‑book ratio and future earnings. The Russell 2000® Growth Index and Russell® are trademarks of Frank Russell Company.
Harbor AlphaEdge™ Mid Cap Core ETF
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. Stocks of mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. 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.
The Russell Midcap® Index is an unmanaged index generally representative of the U.S. market for medium capitalization stocks. The Russell Midcap® Index and Russell® are trademarks of Frank Russell Company.
Harbor AlphaEdge™ Mid Cap Growth ETF
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. Stocks of mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. At times, a growth investing style may be out of favor with investors which could cause growth securities to underperform value or other equity securities. 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.
The Russell Midcap® Growth Index is an unmanaged index generally representative of the U.S. market for medium capitalization growth stocks. The Russell Midcap® Growth Index and Russell® are trademarks of Frank Russell Company.
Harbor AlphaEdge™ Mid Cap Value ETF
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. Stocks of mid cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies. Undervalued securities may take long to appreciate or never reach full value, and value investing may underperform at times compared to other styles. 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.
The Russell Midcap® Value Index is an unmanaged index generally representative of the U.S. market for medium capitalization value stocks. The Russell Midcap® Value Index and Russell® are trademarks of Frank Russell Company.
Indices listed are unmanaged and do not reflect fees and expenses and are not available for direct investment.
The views expressed herein may not be reflective of current opinions, are subject to change without prior notice, and should not be considered investment advice or a recommendation to purchase a particular security.