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Morningstar

Harbor Mutual Funds

View all of Harbor’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Harbor Funds List

Share Class Type

1 to 25 of 61 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Harbor Capital Appreciation InstlHACAXLarge Growth13.54%390.680%AverageInstitutional$50,000
Harbor Core Bond InstitutionalHACBXIntermediate Core Bond−1.42%510.340%LowInstitutional$1,000
Harbor Core Bond RetirementHCBRXIntermediate Core Bond−1.27%410.260%LowRetirement, Large$1.0 Mil
Harbor Core Plus InstitutionalHABDXIntermediate Core-Plus Bond−1.12%350.380%Below AverageInstitutional$1,000
Harbor Core Plus RetirementHBFRXIntermediate Core-Plus Bond−0.73%340.300%LowRetirement, Large$1.0 Mil
Harbor International Core InstitutionalHAOSXForeign Large Blend10.25%100.850%AverageInstitutional$50,000
Harbor International Core InvestorHAONXForeign Large Blend10.05%101.210%HighNo Load$2,500
Harbor International Core RetirementHAORXForeign Large Blend10.33%80.770%AverageRetirement, Large$1.0 Mil
Harbor International RetirementHNINXForeign Large Blend7.95%290.690%Below AverageRetirement, Large$1.0 Mil
Harbor International Small Cap InstlHAISXForeign Small/Mid Value3.94%740.900%LowInstitutional$50,000
Harbor International Small Cap RetireHNISXForeign Small/Mid Value3.94%750.820%LowRetirement, Large$1.0 Mil
Harbor Small Cap Growth AdminHRSGXSmall Growth2.30%731.130%AverageNo Load$50,000
Harbor Small Cap Growth InstlHASGXSmall Growth2.34%730.880%Below AverageInstitutional$50,000
Harbor Small Cap Growth InvHISGXSmall Growth2.25%741.240%Above AverageNo Load$2,500
Harbor Small Cap Growth RetirementHNSGXSmall Growth2.40%730.800%Below AverageRetirement, Large$1.0 Mil
Harbor Small Cap Value AdminHSVRXSmall Blend5.61%281.130%AverageNo Load$50,000
Harbor Small Cap Value InstlHASCXSmall Blend4.95%270.880%Below AverageInstitutional$50,000
Harbor Small Cap Value InvestorHISVXSmall Blend4.79%291.240%Above AverageNo Load$2,500
Harbor Capital Appreciation AdminHRCAXLarge Growth15.66%400.930%Above AverageNo Load$50,000
Harbor Capital Appreciation InvHCAIXLarge Growth15.58%401.040%Above AverageNo Load$2,500
Harbor Capital Appreciation RetirementHNACXLarge Growth13.88%370.600%AverageRetirement, Large$1.0 Mil
Harbor Core Plus AdministrativeHRBDXIntermediate Core-Plus Bond−0.87%420.630%AverageNo Load$50,000
Harbor Diversified Intl All Cp InstlHAIDXForeign Large Blend5.81%780.800%AverageInstitutional$50,000
Harbor Diversified Intl All Cp RetireHNIDXForeign Large Blend5.90%750.720%AverageRetirement, Large$1.0 Mil
Harbor International AdministrativeHRINXForeign Large Blend6.80%321.020%Above AverageNo Load$50,000

Harbor Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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