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Harbor Small Cap Growth Fund Insti Cl: (MF: HASGX)
(NASDAQ Mutual Funds) As of Jun 11, 2025 08:00 PM ET
$13.75 USD
+0.01 (0.07%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in November 2000 and is managed by Harbor Capital Advisors, Inc. The fund seeks long-term growth of capital. The fund invests in equity securities, principally common and preferred stocks, of small cap companies with market capitalizations in the approximate range of $100 million to $1.5 billion at the time of initial investment. Under normal circumstances, the fund invests at least 80% of its net assets in a diversified portfolio of small cap equity securities. Dividends and capital gains are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Harbor Small Cap Growth Inst | HASGX | NA | NA | 0.00 | 0.00 | 0.75 | 0.87 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Harbor Small Cap Growth Inst | HASGX | 13.75 | 11/1/2000 | 0.46 | 1.62 | 6.68 | 8.01 |
| Harbor Small Cap Growth Retire | HRSGX | 11.56 | 11/5/2002 | 0.28 | 1.38 | 6.43 | 7.74 |
| Harbor Small Cap Growth Inv | HISGX | 10.47 | 11/5/2002 | 0.31 | 1.23 | 6.31 | 7.62 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Harbor Small Cap Growth Inst | HASGX | 50000 | 0 | 50000 | A |
Contact Information
| Family | Harbor Funds |
| Address | 111 South Wacker Drive, 34th Floor Chicago, IL 60606 |
| Phone | 800 422-1050 |