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Morningstar

Harbor Small Cap Growth Retirement HNSGX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 13.90  /  +0.72 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.10%
  • Turnover 83%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HNSGX

Will HNSGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HNSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HNSGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HNSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid option.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Harbor Small Cap Growth benefits from a solid approach but concerns about personnel turnover limit its Morningstar Medalist Rating to Bronze for all share classes.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HNSGX

More HNSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Industrials

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Industrials

Usd

2.64 41.5 Mil
Cash and Equivalents

Option Care Health Inc

2.44 38.3 Mil
Healthcare

Meritage Homes Corp

2.43 38.2 Mil
Consumer Cyclical

Casella Waste Systems Inc Class A

2.38 37.4 Mil
Industrials

Samsara Inc Ordinary Shares - Class A

2.22 34.9 Mil
Technology

Wingstop Inc

2.15 33.8 Mil
Consumer Cyclical

Insight Enterprises Inc

2.12 33.4 Mil
Technology