Harbor Alphaedge Next Generation REITs ETF

Shareclass
Harbor AlphaEdge Next Generatn REITs ETF (AREA)
Type
Exchange-traded fund
Manager
Gender equality score
Gender equality score

49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
34.3
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 571 out of 867 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
6/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Welltower Inc
    1.56% of assets
    $27,872 invested
  • 2. VICI Properties Inc Ordinary Shares
    3.54% of assets
    $63,359 invested
  • 3. Ventas Inc
    3.14% of assets
    $56,073 invested
  • 4. Omega Healthcare Investors Inc
    2.7% of assets
    $48,323 invested
  • 5. Sabra Health Care REIT Inc
    3.53% of assets
    $63,176 invested
  • 6. American Tower Corp
    5.83% of assets
    $104,246 invested
  • 7. EPR Properties
    5.67% of assets
    $101,400 invested
  • 8. Healthcare Realty Trust Inc
    4.25% of assets
    $76,054 invested
  • 9. Equity Lifestyle Properties Inc
    3.71% of assets
    $66,405 invested
  • 10. Host Hotels & Resorts Inc
    5.14% of assets
    $91,854 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Lamar Advertising Co Class A
    6.92% of assets
    $123,807 invested
  • 2. American Healthcare REIT Inc Ordinary Shares
    2.58% of assets
    $46,072 invested
  • 3. Apple Hospitality REIT Inc
    1.04% of assets
    $18,581 invested
  • 4. National Health Investors Inc
    0.35% of assets
    $6,288 invested
  • 5. Outfront Media Inc
    1.45% of assets
    $25,960 invested
  • 6. CubeSmart
    2.56% of assets
    $45,843 invested
  • 7. Park Hotels & Resorts Inc
    1.37% of assets
    $24,473 invested
  • 8. Public Storage
    4.13% of assets
    $73,833 invested
  • 9. SBA Communications Corp Class A
    6.44% of assets
    $115,196 invested
  • 10. Digital Realty Trust Inc
    0.3% of assets
    $5,276 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on AREA at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
AREA
Harbor Alphaedge Next Generation REITs ETF
Family
Harbor
Category
Real Estate
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
6 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
AREA
Harbor Alphaedge Next Generation REITs ETF
Family
Harbor
Category
Real Estate
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
6 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
AREA
Harbor Alphaedge Next Generation REITs ETF
Family
Harbor
Category
Real Estate
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
6 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
AREA - Harbor Alphaedge Next Generation REITs ETF
/
/
/
/
49  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
12%
10%
13%
8.76%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
6  / 100 points lower
Find more financial data on AREA at Morningstar.com
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