Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.80%
Dividend Yield (Current)
-
Holdings
140
Inception Date
Jan 14, 2026
Fund Family
Harbor Funds
Investment Style
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Asset Class
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Legal Structure
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Performance

YTD+19.46%

Asset Allocation

Stocks: 98.29%
Cash: 1.71%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
CRSCarpenter Technology Corpcommon Stock2.53%
PRCHPorch Group Inc2.42%
CWSTCasella Waste Systems, Inc., Class A2.41%
ROLLRbc Bearings Inc2.38%
MTRNMaterion Corp2.31%
Top 10 Concentration: 21.14%Report Date: Mar 31, 2026
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Peer Comparison

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Peer Avg
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SGRW ETF Overview

SGRW ETF (Harbor Active Small Cap Growth ETF) is managed by Harbor Funds. SGRW expense ratio is 0.80%, holding 140 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2026-01-14.

SGRW performance shows a YTD return of 19.46%..

SGRW top holdings include Carpenter Technology Corpcommon Stock (2.5%), Porch Group Inc (2.4%), Casella Waste Systems, Inc., Class A (2.4%), Rbc Bearings Inc (2.4%), Materion Corp (2.3%). View all SGRW holdings, sector breakdown, or dividend history.

SGRW can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGRW alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-6.77%
YTD
+19.46%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (21.1% of portfolio)

#TickerNameSectorWeight
1CRSCarpenter Technology Corpcommon StockMaterials2.53%
2PRCHPorch Group IncInformation Technology2.42%
3CWSTCasella Waste Systems, Inc., Class AIndustrials2.41%
4ROLLRbc Bearings IncIndustrials2.38%
5MTRNMaterion CorpMaterials2.31%
6GTESGates Industrial Corporation Plc Com USDIndustrials1.87%
7TCBITexas Capital Bancshares IncFinancials1.84%
8SIMOSilicon Motion Technology CorpInformation Technology1.82%
9ONTOOnto Innovation IncInformation Technology1.78%
10FTAIFTAI Aviation LtdIndustrials1.78%