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Harbor Disruptive Innovation Inv HIMGX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 4.41  /  −1.12 %
  • Total Assets 74.7 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 72%

USD | NAV as of May 23, 2024 | 1-Day Return as of May 23, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HIMGX

Will HIMGX outperform in future?

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

Weakness in Harbor Disruptive Innovation Inv's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings HIMGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.87 3.8 Mil
Technology

Lam Research Corp

3.86 3.0 Mil
Technology

ServiceNow Inc

2.87 2.2 Mil
Technology

ASML Holding NV

2.83 2.2 Mil
Technology

Advanced Micro Devices Inc

2.58 2.0 Mil
Technology

NVIDIA Corp

2.55 2.0 Mil
Technology

Cadence Design Systems Inc

2.50 1.9 Mil
Technology

Progressive Corp

2.45 1.9 Mil
Financial Services

MercadoLibre Inc

2.43 1.9 Mil
Consumer Cyclical

Linde PLC

2.40 1.9 Mil
Basic Materials