Harbor Small Cap Growth’s sound approach merits an Above Average Process rating, but concerns about personnel turnover warrant an Average People rating.
Harbor Small Cap Growth Retirement HNSGX
- NAV / 1-Day Return 14.98 / +0.33 %
- Total Assets 1.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.09%
- Turnover 83%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0
Morningstar’s Analysis HNSGX
Will HNSGX 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 25.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Ascendis Pharma A/S ADR | 4.18 | 64.9 Mil | Healthcare |
Usd | 4.04 | 62.8 Mil | Cash and Equivalents |
Comfort Systems USA Inc | 2.72 | 42.3 Mil | Industrials |
Casella Waste Systems Inc Class A | 2.67 | 41.4 Mil | Industrials |
ITT Inc | 2.44 | 38.0 Mil | Industrials |
Vaxcyte Inc Ordinary Shares | 2.37 | 36.9 Mil | Healthcare |
Option Care Health Inc | 2.25 | 34.9 Mil | Healthcare |
Wingstop Inc | 2.20 | 34.2 Mil | Consumer Cyclical |
Insight Enterprises Inc | 2.17 | 33.8 Mil | Technology |
Northern Oil & Gas Inc | 2.06 | 32.1 Mil | Energy |