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Harbor Small Cap Growth Admin HRSGX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 11.88  /  +0.25 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield
  • Turnover 83%

USD | NAV as of Apr 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:17 PM GMT+0

Morningstar’s Analysis HRSGX

Will HRSGX 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 HRSGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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