Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Harbor Mutual Funds
View all of Harbor’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Harbor Mutual Funds List
1 to 25 of 49 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Harbor International Core Fund Retirement Class | HAORX | Foreign Large Blend | 14.99% | 6 | 0.770% | Average | Retirement, Large | $1M | ||
| Harbor International Core Fund Institutional Class | HAOSX | Foreign Large Blend | 14.90% | 6 | 0.850% | Average | Institutional | $50,000 | ||
| Harbor International Core Fund Investor Class | HAONX | Foreign Large Blend | 14.54% | 8 | 1.190% | High | No Load | $2,500 | ||
| Harbor Ares Systematic Convertible Securities Fund – Retirement Class | HNCVX | Convertibles | 9.41% | 30 | 0.630% | Average | Retirement, Large | $1M | ||
| Harbor Mid Cap Value Fund Retirement Class | HNMVX | Mid-Cap Value | 24.79% | 7 | 0.770% | Average | Retirement, Large | $1M | ||
| Harbor Small Cap Growth Fund Retirement Class | HNSGX | Small Growth | 6.82% | 67 | 0.800% | Below Average | Retirement, Large | $1M | ||
| Harbor Small Cap Value Fund Institutional Class | HASCX | Small Blend | 21.70% | 9 | 0.880% | Below Average | Institutional | $50,000 | ||
| Harbor Small Cap Growth Fund Institutional Class | HASGX | Small Growth | 6.69% | 68 | 0.880% | Below Average | Institutional | $50,000 | ||
| Harbor Small Cap Value Fund Retirement Class | HNVRX | Small Blend | 21.80% | 9 | 0.800% | Below Average | Retirement, Large | $1M | ||
| Harbor Ares Systematic Convertible Securities Fund – Institutional Class | HACSX | Convertibles | 9.27% | 37 | 0.710% | Below Average | Institutional | $1,000 | ||
| Harbor Mid Cap Value Fund Institutional Class | HAMVX | Mid-Cap Value | 24.73% | 8 | 0.850% | Average | Institutional | $50,000 | ||
| Harbor Capital Appreciation Fund Administrative Class | HRCAX | Large Growth | 9.52% | 38 | 0.920% | Above Average | No Load | $50,000 | ||
| Harbor Diversified International All Cap Fund Administrative Class | HRIDX | Foreign Large Blend | 10.30% | 47 | 1.080% | Above Average | No Load | $50,000 | ||
| Harbor Small Cap Value Fund Investor Class | HISVX | Small Blend | 21.39% | 10 | 1.220% | Above Average | No Load | $2,500 | ||
| Harbor Diversified International All Cap Fund Retirement Class | HNIDX | Foreign Large Blend | 10.69% | 41 | 0.750% | Average | Retirement, Large | $1M | ||
| Harbor Small Cap Value Fund Administrative Class | HSVRX | Small Blend | 21.47% | 10 | 1.130% | Average | No Load | $50,000 | ||
| Harbor International Small Cap Fund Investor Class | HIISX | Foreign Small/Mid Value | 16.07% | 25 | 1.240% | Average | No Load | $2,500 | ||
| Harbor International Small Cap Fund Institutional Class | HAISX | Foreign Small/Mid Value | 16.43% | 21 | 0.900% | Below Average | Institutional | $50,000 | ||
| Harbor Core Bond Fund Institutional Class | HACBX | Intermediate Core Bond | −1.02% | 47 | 0.340% | Low | Institutional | $1,000 | ||
| Harbor Mid Cap Fund Institutional Class | HMCLX | Mid-Cap Blend | 15.47% | 33 | 0.880% | Above Average | Institutional | $50,000 | ||
| Harbor Core Plus Fund Institutional Class | HABDX | Intermediate Core-Plus Bond | — | −0.77% | 28 | 0.380% | Below Average | Institutional | $1,000 | |
| Harbor Core Bond Fund Retirement Class | HCBRX | Intermediate Core Bond | −0.85% | 24 | 0.260% | Low | Retirement, Large | $1M | ||
| Harbor Capital Appreciation Fund Institutional Class | HACAX | Large Growth | 9.73% | 37 | 0.670% | Average | Institutional | $50,000 | ||
| Harbor Mid Cap Fund Retirement Class | HMCRX | Mid-Cap Blend | 15.60% | 31 | 0.800% | Above Average | Retirement, Large | $1M | ||
| Harbor Small Cap Growth Fund Investor Class | HISGX | Small Growth | 6.43% | 70 | 1.220% | Above Average | No Load | $2,500 |
Harbor Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States