Harbor Small Cap Growth benefits from a solid approach but concerns about personnel turnover limit its Morningstar Medalist Rating to Bronze for all share classes.
Harbor Small Cap Growth Admin HRSGX
- NAV / 1-Day Return 11.90 / +0.42 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.130%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 50,000
- Status Open
- TTM Yield —
- Turnover 83%
USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0
Morningstar’s Analysis HRSGX
Will HRSGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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Samsara Inc Ordinary Shares - Class A | 2.22 | 34.9 Mil | Technology |
Wingstop Inc | 2.15 | 33.8 Mil | Consumer Cyclical |
Insight Enterprises Inc | 2.12 | 33.4 Mil | Technology |