This fund has outperformed with stocks that -2-
Here are total returns for the first quarter of 2024 and annualized returns for longer periods for the fund and the MSCI EAFE Small Cap Index, with reinvested dividends net of taxes on dividends withheld by non-U.S. governments, through March 31
Fund share class or index Ticker First quarter of 2024 One year Three years Five years From Harbor Capital International Small Cap Fund's launch on Feb. 1, 2016 Harbor International Small Cap Fund - Institutional Class HAISX 2.1% 6.1% 2.8% 7.4% 7.9% Harbor International Small Cap Fund - Retirement Class HNISX 2.1% 6.2% 2.9% 7.4% 7.9% Harbor International Small Cap Fund - Investor Class HIISX 2.0% 5.7% 2.4% 7.0% 7.5% MSCI EAFE Index Index with net dividends reinvested 2.4% 10.5% -1.4% 4.9% 6.6% Source: Harbor Capital Advisors
The four-star ratings from Morningstar for the the fund's Institutional shares HAISX and the Retirement shares HNISX and the three-star rating for the Investor share class HIISX reflect the classes' different expense ratios.
Net annual expenses for the Institutional shares are 0.90% of assets under management. The net expense ratios are 0.82% for the Retirement shares and 1.26% for the Investor shares. For all share classes, the current net expense ratios are after a 0.17% waiver of expenses that Harbor Capital Advisors will have in place through February 2025.
Don't miss: This weight-loss ETF has performed well in its first five months. How does it compare with cheaper alternatives?
-Philip van Doorn
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04-13-24 0641ET
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