Harbor AlphaEdge Large Cap Value ETF

VLLU

Market cap $5.46M

During Q4, the Harbor AlphaEdge Large Cap Value ETF returned 4.63% (NAV), slightly underperforming the Harbor AlphaEdge Large Cap Value Index, which returned 4.64%, and outperforming its benchmark, the Russell 1000® Value Index, which returned 3.81%. The ETF outperformed the benchmark, as positive stock selection within the Financials sector supported overall returns. The ETF's above-benchmark weighting and choice of holdings in the Consumer Staples sector proved disappointing during the quarter.

The Harbor AlphaEdge Large Cap Value ETF  employs an indexing investment approach designed to track the performance of the Harbor AlphaEdge Large Cap Value Index. During the second quarter, the Harbor AlphaEdge Large Cap Value ETF (“ETF”) returned 5.49% (NAV), slightly underperforming the Harbor AlphaEdge Large Cap Value Index, which returned 5.59%, and outperforming its benchmark, the Russell 1000® Value Index (“Index”), which returned 3.79%. We maintain a positive view on global equities and continue to see gold as a good diversifier within multi-asset portfolios.

The first quarter of 2025 saw a return of volatility to financial markets, which resulted in mixed investment results across risk assets. During the first quarter, the Harbor AlphaEdge Large Cap Value ETF (“ETF”) returned 0.98% (NAV), slightly underperforming the Harbor AlphaEdge Large Cap Value Index, which returned 1.00%, and underperforming its benchmark, the Russell 1000® Value Index (“Index”), which returned 2.14%. Harbor's Business Cycle Regime indicator continues to signal late-cycle conditions with market sentiment remaining in risk-seeking mode at the end of the first quarter.

On Thursday, Harbor Capital bolstered its ETF suite with the launch of the Harbor AlphaEdge Next Generation REITs ETF (AREA) and the Harbor AlphaEdge Large Cap Value ETF (VLLU). Nontraditional REITs Strategy AREA seeks to provide corresponding performance to that of the Harbor AlphaEdge Next Generation REITs Index.

CHICAGO--(BUSINESS WIRE)--Harbor Capital Advisors, Inc. ("Harbor"), an asset manager that curates a suite of actively-managed ETFs, mutual funds, and collective investment trusts, is expanding its suite of AlphaEdge ETFs with the launch of the Harbor AlphaEdge Large Cap-Value ETF (Ticker: “VLLU”) and the Harbor AlphaEdge Next Generation REITs ETF (Ticker: “AREA”). The new ETFs follow the recent inaugural launch of the AlphaEdge Small Cap Earners ETF (Ticker: EBIT). The AlphaEdge suite uses prop.