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Morningstar

Harbor International Growth Instl HAIGX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 14.96  /  0.54 %
  • Total Assets 315.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield —
  • Turnover 18%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:17 PM GMT+0

Morningstar’s Analysis HAIGX

Will HAIGX 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 HAIGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HAIGX 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 HAIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Harbor International Growth Instl's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HAIGX

More HAIGX Holdings
  • Current Portfolio Date
  • Equity Holdings 79
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.85
12,210,058
Technology

United Overseas Bank Ltd

2.52
7,968,977
Financial Services

Atlas Copco AB Class A

2.43
7,698,606
Industrials

ASML Holding NV

2.41
7,623,724
Technology

HDFC Bank Ltd

2.25
7,131,090
Financial Services

Prosus NV Ordinary Shares - Class N

2.22
7,036,075
Communication Services

MercadoLibre Inc

2.20
6,982,215
Consumer Cyclical

Auto Trader Group PLC

1.95
6,189,479
Communication Services

Investor AB Class B

1.89
5,999,449
Financial Services

Sartorius AG Participating Preferred

1.86
5,893,610
Healthcare