Skip to Content

Harbor Small Cap Growth Inv HISGX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 10.77  /  +0.56 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 83%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis HISGX

Will HISGX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HISGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ascendis Pharma A/S ADR

3.86 48.4 Mil
Healthcare

Usd

3.01 37.7 Mil
Cash and Equivalents

ITT Inc

2.62 32.9 Mil
Industrials

Meritage Homes Corp

2.58 32.4 Mil
Consumer Cyclical

Option Care Health Inc

2.30 28.9 Mil
Healthcare

Smartsheet Inc Class A

2.25 28.3 Mil
Technology

M/I Homes Inc

2.24 28.1 Mil
Consumer Cyclical

Casella Waste Systems Inc Class A

2.20 27.6 Mil
Industrials

Saia Inc

2.14 26.9 Mil
Industrials

Samsara Inc Ordinary Shares - Class A

2.10 26.3 Mil
Technology