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This is a list of Harbor Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Harbor Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Harbor Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Harbor Funds.
This page includes relevant dividend information on Harbor Funds.
The table below illustrates valuable information regarding the primary fund manager for Harbor Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Harbor Funds.
This list includes asset allocation proportions of the underlying holdings for Harbor Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Harbor Capital Appreciation Fund||Inst (HACAX)||U.S. Large-Cap Growth Equity||$33,047.46||23.90%||10.89%||0.71%||30.1|
|Harbor International Fund||Inst (HAINX)||International and Foreign Large-Cap Blend Equity||$4,220.55||-7.05%||76.93%||0.88%||1.78|
|Harbor Bond Fund||Inst (HABDX)||Intermediate-Term Bond||$1,903.40||5.67%||18.37%||1.14%||5.68|
|Harbor Small Cap Value Fund||Inst (HASCX)||U.S. Small-Cap Blend Equity||$1,516.74||-11.10%||28.39%||0.88%||18.47|
|Harbor Large Cap Value Fund||Inst (HAVLX)||U.S. Large-Cap Blend Equity||$1,306.69||1.95%||37.83%||0.73%||8.02|
|Harbor Small Cap Growth Fund||Inst (HASGX)||U.S. Small-Cap Growth Equity||$919.31||8.63%||16.99%||0.88%||19.59|
|Harbor Diversified International All Cap Fund||Inv (HIIDX)||International and Foreign Large-Cap Blend Equity||$775.29||-8.20%||84.25%||1.32%||4.58|
|Harbor International Growth Fund||Inst (HAIGX)||International and Foreign Large-Cap Growth Equity||$633.61||12.33%||16.99%||0.91%||7.03|
|Harbor High Yield Bond Fund||Inv (HYFIX)||U.S. Below-Investment-Grade Bond||$405.54||-4.66%||34.30%||1.10%||17.52|
|Harbor Mid Cap Value Fund||Inst (HAMVX)||U.S. Mid-Cap Value Equity||$382.29||-23.32%||85.75%||0.88%||15.68|
|Harbor Mid Cap Growth Fund||Inst (HAMGX)||U.S. Mid-Cap Growth Equity||$283.98||0.18%||61.36%||0.90%||13.93|
|Harbor Small Cap Growth Opportunities Fund||Inv (HISOX)||U.S. Small-Cap Growth Equity||$154.18||-24.14%||97.88%||1.28%||N/A|
|Harbor Convertible Securities Fund||Inv (HICSX)||Preferred Stock/Convertible Bond||$142.49||8.96%||40.13%||1.19%||9.09|
|Harbor Global Leaders Fund||Inv (HGGIX)||World Large-Cap Equity||$117.10||6.51%||17.23%||1.37%||3.25|
|Harbor Strategic Growth Fund||Inst (MVSGX)||U.S. Large-Cap Growth Equity||$109.39||8.78%||60.34%||0.79%||8.59|
|Harbor Money Market Fund||Inst (HARXX)||Money Market||$102.13||N/A||60.60%||0.35%||16.45|
|Harbor Core Bond Fund||Inst (HACBX)||Intermediate-Term Bond||$101.17||6.13%||12.24%||0.53%||2.0|
|Harbor Emerging Markets Equity Fund||Inv (HIEEX)||Emerging Markets Equity||$100.30||-0.91%||55.78%||1.67%||6.58|
|Harbor High-Yield Opportunities Fund||Inv (HHYVX)||High Yield Bond||$76.84||-4.33%||27.57%||1.19%||2.58|
|Harbor Real Return Fund||Inst (HARRX)||Inflation-Protected Bond||$58.76||6.21%||30.59%||1.36%||N/A|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Harbor is a company that sells mutual funds with $46,440M in assets under management. The average expense ratio from all mutual funds is 0.89%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1987. The average manager tenure for all managers at Harbor is 8.93 years. The company offers investors 37 mutual funds, in terms of the number of individual fund symbols.
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