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Harbor Small Cap Growth Fund Investor Class: (MF: HISGX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$10.44 USD
0.00 (NA)
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 $1.5 billion at the time of initial investment. Under normal circumstances, the fund invests at least 80% of its net assets in a diversified portfolio of small cap equity securities. Dividends and capital gains are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Harbor Small Cap Growth Inv | HISGX | NA | NA | 0.00 | 0.25 | 0.75 | 1.24 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Harbor Small Cap Growth Inst | HASGX | 13.77 | 11/1/2000 | 0.00 | 14.16 | -2.40 | 9.26 |
| Harbor Small Cap Growth Retire | HRSGX | 11.78 | 11/5/2002 | 0.00 | 13.87 | -2.66 | 8.97 |
| Harbor Small Cap Growth Inv | HISGX | 10.44 | 11/5/2002 | 0.00 | 13.81 | -2.75 | 8.86 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Harbor Small Cap Growth Inv | HISGX | 2500 | 0 | 1000 | A |
Contact Information
| Family | Harbor Funds |
| Address | 111 South Wacker Drive, 34th Floor Chicago, IL 60606 |
| Phone | 800 422-1050 |