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Harbor Small Cap Growth Instl HASGX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 13.63  /  0.73 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.03%
  • Turnover 83%

Morningstar’s Analysis HASGX

Will HASGX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings HASGX

  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.86
48,413,920
Healthcare

Usd

3.01
37,740,578
Cash and Equivalents
2.62
32,863,592
Industrials
2.58
32,358,869
Consumer Cyclical
2.30
28,883,650
Healthcare
2.25
28,259,707
Technology
2.24
28,128,299
Consumer Cyclical
2.20
27,589,052
Industrials
2.14
26,884,797
Industrials
2.10
26,306,745
Technology