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.
Harbor Small Cap Growth Inv HISGX
- NAV / 1-Day Return 10.59 / −0.28 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 83%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0
Morningstar’s Analysis HISGX
Will HISGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash And Cash Equivalents | 4.93 | 63.0 Mil | Cash and Equivalents |
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