Harbor Small Cap Growth’s strong team and approach earn its cheapest share classes Morningstar Analyst Ratings of Silver, while more expensive ones are Bronze.
Harbor Small Cap Growth Inv HISGX
NAV / 1-Day Return
9.04
/
0.33
%
Total Assets
863.3 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.230%
Expense Ratio
1.230%
Fee Level
Above Average
Longest Manager Tenure
21.55
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
71%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will HISGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HISGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HISGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of HISGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A fine small-growth option.
