(HAPS) Harbor Trust - Ratings and Ratios
Exchange: NYSE ARCA •
Country: USA •
Currency: USD •
Type: Etf •
ISIN: US41151J8514
Small Cap Stocks, US Equities, Corporate Culture
Description: HAPS Harbor Trust
The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those the advisor believes to possess strong corporate culture based on its proprietary scoring methodology.
Additional Sources for HAPS ETF
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
HAPS ETF Overview
| Market Cap in USD | 129m |
| Category | Small Blend |
| TER | 0.60% |
| IPO / Inception | 2023-04-12 |
HAPS ETF Ratings
| Growth Rating | 13.5 |
| Fundamental | - |
| Dividend Rating | 50.2 |
| Rel. Strength | -9.35 |
| Analysts | - |
| Fair Price Momentum | 25.31 USD |
| Fair Price DCF | - |
HAPS Dividends
| Dividend Yield 12m | 0.74% |
| Yield on Cost 5y | 0.85% |
| Annual Growth 5y | 33.72% |
| Payout Consistency | 100.0% |
| Payout Ratio | % |
HAPS Growth Ratios
| Growth Correlation 3m | 90.7% |
| Growth Correlation 12m | -34.5% |
| Growth Correlation 5y | 65.3% |
| CAGR 5y | 6.48% |
| CAGR/Max DD 5y | 0.24 |
| Sharpe Ratio 12m | 0.27 |
| Alpha | -11.48 |
| Beta | 1.125 |
| Volatility | 20.33% |
| Current Volume | 0k |
| Average Volume 20d | 0.1k |
| Stop Loss | 27.8 (-3%) |
What is the price of HAPS shares?
As of July 16, 2025, the stock is trading at USD 28.67 with a total of 0 shares traded.
Over the past week, the price has changed by -0.46%, over one month by +3.88%, over three months by +14.63% and over the past year by +1.69%.
As of July 16, 2025, the stock is trading at USD 28.67 with a total of 0 shares traded.
Over the past week, the price has changed by -0.46%, over one month by +3.88%, over three months by +14.63% and over the past year by +1.69%.
Is Harbor Trust a good stock to buy?
Neither. Based on ValueRay´s Analyses, Harbor Trust is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 13.50 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of HAPS is around 25.31 USD . This means that HAPS is currently overvalued and has a potential downside of -11.72%.
Neither. Based on ValueRay´s Analyses, Harbor Trust is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 13.50 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of HAPS is around 25.31 USD . This means that HAPS is currently overvalued and has a potential downside of -11.72%.
Is HAPS a buy, sell or hold?
Harbor Trust has no consensus analysts rating.
Harbor Trust has no consensus analysts rating.
What are the forecasts for HAPS share price target?
According to our own proprietary Forecast Model, HAPS Harbor Trust will be worth about 29.4 in July 2026. The stock is currently trading at 28.67. This means that the stock has a potential upside of +2.37%.
According to our own proprietary Forecast Model, HAPS Harbor Trust will be worth about 29.4 in July 2026. The stock is currently trading at 28.67. This means that the stock has a potential upside of +2.37%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 29.4 | 2.4% |