(WINN) Harbor Long-Term Growers - NYSE

ETF Category: Large Growth | Exchange: NYSE (USA) | Market Cap: 1.115m USD | Total Return: 14.8% in 12m

Common Stocks, Preferred Stocks, Growth Equities
Total Rating 31
Safety 24
Buy Signal -0.48
Large Growth
Category Rotation: -14.0
TER: 0.57%
AUM: 1.12B
Avg Turnover: 2.76M
Risk 3d forecast
Volatility24.9%
VaR 5th Pctl4.67%
VaR vs Median4.31%
Reward TTM
Sharpe Ratio0.66
Rel. Str. IBD46.6
Rel. Str. Peer Group25.4
Character TTM
Beta1.306
Beta Downside1.304
Hurst Exponent0.536
Drawdowns 3y
Max DD23.66%
CAGR/Max DD0.90
CAGR/Mean DD5.52

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: WINN Harbor Long-Term Growers

The Harbor Long-Term Growers ETF (WINN) is a non-diversified fund focused on U.S. equity securities, including common and preferred stocks. The investment strategy targets companies identified by the sub-advisor as having superior prospects for long-term capital appreciation. While primarily domestic, the fund maintains the flexibility to allocate up to 20% of its total assets to foreign issuers, including those within emerging markets.

As a Large Growth ETF, the fund typically concentrates on companies with high price-to-earnings ratios and strong earnings momentum. This business model relies on the compounding effect of reinvested profits rather than dividend distributions to drive shareholder value. Investors should utilize ValueRay to evaluate how these growth characteristics align with current market valuations. The non-diversified status allows the fund to hold larger positions in a smaller number of individual securities compared to diversified peers.

Headlines to Watch Out For
  • Concentrated exposure to high-growth US technology leaders drives primary NAV performance
  • Expansion of artificial intelligence infrastructure accelerates revenue for top portfolio holdings
  • Federal Reserve interest rate pivots impact valuations of long-duration growth equities
  • Regulatory scrutiny of mega-cap tech firms creates volatility for non-diversified assets
  • Foreign equity exposure introduces currency risk and emerging market geopolitical sensitivity
What is the price of WINN shares?

As of June 11, 2026, the stock is trading at USD 32.13 with a total of 85,687 shares traded.
Over the past week, the price has changed by -4.88%, over one month by -0.71%, over three months by +8.84% and over the past year by +14.75%.

Is WINN a buy, sell or hold?

Harbor Long-Term Growers has no consensus analysts rating.