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Harbor Small Cap Growth Fund Administrative Class: (MF: HRSGX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$10.86 USD

+0.29 (2.74%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Zacks Premium Research for HRSGX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

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 Adm HRSGX NA NA 0.00 0.25 0.75 1.12

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Harbor Small Cap Growth Inst HASGX 11.99 11/1/2000 0.49 -10.18 0.46 12.14
Harbor Small Cap Growth Retire HRSGX 10.86 11/5/2002 0.30 -10.42 0.23 11.86
Harbor Small Cap Growth Inv HISGX 9.14 11/5/2002 0.33 -10.49 0.09 11.73

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Harbor Small Cap Growth Adm HRSGX 50000 0 0 A

Contact Information

Family Harbor Funds
Address 111 South Wacker Drive, 34th Floor
Chicago, IL 60606
Phone 800 422-1050