Harbor Small Cap Growth Fund Investor Class HISGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$12.50  /  −0.87%
  • Fund Size$2.5B
  • Adjusted Expense Ratio1.220%
  • Net Expense Ratio1.230%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$2,500
  • Investment StatusLimited
  • TTM Yield0.00%
  • Turnover Ratio106%

Morningstar’s Analysis HISGX

Will HISGX outperform in the future?

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

Competitive.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Despite personnel changes, Harbor Small Cap Growth’s consistent and sound approach earns an Above Average Process rating; the strategy’s People rating is Average.

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Portfolio Holdings HISGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ascendis Pharma AS

3.5593M
Healthcare

Usd

2.9577M
Cash and Equivalents

Imax Corp

2.3461M
Communication Services

Dynatrace Inc Ordinary Shares

2.3361M
Technology

Life Time Group Holdings Inc

2.2759M
Consumer Cyclical

Brinker International Inc

2.1957M
Consumer Cyclical

The Chefs' Warehouse Inc

2.1957M
Consumer Defensive

FirstCash Holdings Inc

2.0353M
Financial Services

Rhythm Pharmaceuticals Inc

2.0253M
Healthcare

ITT Inc

2.0052M
Industrials

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