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ETFs

Harbor International Compounders ETF

OSEA
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 06 2022
Expense Ratio
0.55%
Type
Global Ex. US Equities
Fund Owner
Harbor Funds
Volume (1m avg. daily)
$125,130
AUM
$20,718,000
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

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Invest with OSEA

What is OSEA?

The Fund invests primarily in equity securities of non U.S. companies, including those located in emerging market countries. The Fund invests principally in the common stock of companies with market capitalizations of at least $5 billion. In seeking to identify companies for the Fund's portfolio, the Subadviser conducts qualitative assessments of companies, including, among other criteria, each company's business model, management, and financial and valuation metrics. The Subadviser seeks to identify what it believes to be high-quality companies with consistent, recurring revenues, stable free cash flows and sustainable returns on invested capital. The Subadviser aims to construct a portfolio of companies exposed to diverse structural growth themes. The investment process generally results in a portfolio of 25-30 companies and, from time to time, may result in more substantial investments in particular countries, regions or sectors. Country, region and sector allocations are the outcome of the Subadviser's stock selection process.

ETFs related toOSEA

ETFs correlated to OSEA include EFG, IQLT, DMXF

OSEA
Harbor ETF Trust - Harbor International Compounders ETF
EFG
BlackRock Institutional Trust Company N.A. - iShares MSCI EAFE Growth ETF
IQLT
BlackRock Institutional Trust Company N.A. - iShares MSCI Intl Quality Factor ETF
DMXF
iShares Trust - iShares ESG Advanced MSCI EAFE ETF
DIHP
Dimensional ETF Trust - Dimensional International High Profitability ETF
GSID
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
ESGD
iShares Trust - iShares Trust iShares ESG Aware MSCI EAFE ETF
EFA
BlackRock Institutional Trust Company N.A. - iShares MSCI EAFE ETF
JIRE
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
BBIN
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
IEFA
BlackRock Institutional Trust Company N.A. - iShares Core MSCI EAFE ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toOSEA

#DB

Diversification at its Best

Category

Tactical Asset Allocation, Be Risk Aware, Diversification

Risk Rating

Moderate

#PTI

Pick the Trending Index

Category

Momentum, Grow Your Portfolio, Ride the Momentum

Risk Rating

Aggressive

Create your own algorithmic trading strategy with OSEA using Composer

FAQ

OSEA is a Global Ex. US Equities ETF. The Fund invests primarily in equity securities of non U.S. companies, including those located in emerging market countries. The Fund invests principally in the common stock of companies with market capitalizations of at least $5 billion. In seeking to identify companies for the Fund's portfolio, the Subadviser conducts qualitative assessments of companies, including, among other criteria, each company's business model, management, and financial and valuation metrics. The Subadviser seeks to identify what it believes to be high-quality companies with consistent, recurring revenues, stable free cash flows and sustainable returns on invested capital. The Subadviser aims to construct a portfolio of companies exposed to diverse structural growth themes. The investment process generally results in a portfolio of 25-30 companies and, from time to time, may result in more substantial investments in particular countries, regions or sectors. Country, region and sector allocations are the outcome of the Subadviser's stock selection process.

Yes, OSEA is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, OSEA is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on OSEA is -0.0349%. This is the percent change in the value of OSEA over the most recent 1-month period. The 3-month return on OSEA is -0.0832%. This is the percent change in the value of OSEA over the most recent 3-month period.

The standard deviation of OSEA for the past year is 0.1796%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to OSEA include PBW, IGF, and ARKK.

ETFs correlated to OSEA include EFG, IQLT, and DMXF.

ETFs that are inversely correlated to OSEA include EFZ, EPV, and SH.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.