EPMV yields 1.47% · VIG yields 1.64%● Live data
📍 VIG pulled ahead of the other in Year 1
Combined, EPMV + VIG cover 0 of 12 months — good coverage
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Harbor Mid Cap Value ETF (EPMV) is a series of the Harbor ETF Trust. The fund seeks long-term total return by investing primarily in equity securities, principally common stocks, of U.S. mid-cap companies that are, in the subadviser’s opinion, out of favor and undervalued at the time of purchase. The ETF uses a systematic, quantitative approach to identify deep-value stocks and aims to provide diversified exposure to the U.S. mid-cap value segment. The fund is managed by LSV Asset Management, known for its academic, risk-aware, and systematic value investing discipline
Full EPMV Calculator →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.