Harbor International Compounders ETF

Shareclass

Harbor International Compounders ETF (OSEA)

Type

Exchange-traded fund

Manager

Harbor

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

60.3

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 438 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. AstraZeneca PLC
3.74% of assets
$15.85M invested
2. L'Oreal SA
3.23% of assets
$13.69M invested
3. Diageo PLC
2.02% of assets
$8.56M invested
4. Schneider Electric SE
3.23% of assets
$13.7M invested
5. SSE PLC
2.56% of assets
$10.88M invested
6. Novo Nordisk AS Class B
3.21% of assets
$13.62M invested
7. Siemens AG
3.81% of assets
$16.15M invested
8. SAP SE
6.78% of assets
$28.76M invested
9. Nestle SA
3.92% of assets
$16.63M invested
10. RELX PLC
4.06% of assets
$17.22M invested

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. Keyence Corp
2.89% of assets
$12.24M invested
2. SMC Corp
2.16% of assets
$9.14M invested
3. Daikin Industries Ltd
2.06% of assets
$8.73M invested
4. Sony Group Corp
4.02% of assets
$17.05M invested
5. Epiroc AB Ordinary Shares - Class A
2.21% of assets
$9.35M invested
6. Deutsche Boerse AG
4.42% of assets
$18.74M invested
7. Assa Abloy AB Class B
3.15% of assets
$13.36M invested
8. Hoya Corp
3.6% of assets
$15.26M invested
9. Linde PLC
4.86% of assets
$20.61M invested
10. AIA Group Ltd
3.05% of assets
$12.93M invested

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Financial performance

Performance data provided by

Find more financial data on OSEA at Morningstar.com

Gender Equality and Returns

Returns chart for Harbor International Compounders ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

OSEA

Harbor International Compounders ETF

Family

Harbor

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

9.55% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OSEA

Harbor International Compounders ETF

Family

Harbor

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

9.55% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

OSEA

Harbor International Compounders ETF

Family

Harbor

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

9.55% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
OSEA - Harbor International Compounders ETF

3.16%

56 / 100 points

Benchmark

13%

8.32%

10%

4.72%

57 / 100 points

Fund compared to benchmark

-9.55%

1 / 100 points lower

Find more financial data on OSEA at Morningstar.com

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