Harbor Small Cap Growth Fund Investor Class

Frequently Asked Questions About HISGX

What does HISGX invest in?

This fund primarily allocates capital to equity securities, focusing on the common and preferred stocks of small-capitalization companies. Under typical market conditions, a minimum of 80% of its net assets, including any borrowed funds used for investment, will be directed towards securities from these smaller firms. The adviser defines "small-cap companies" as those whose market capitalizations fall within the range represented by the Russell 2000® Growth Index.

What is the expense ratio of HISGX?

Harbor Small Cap Growth Fund Investor Class (HISGX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HISGX?

Harbor Small Cap Growth Fund Investor Class (HISGX) manages $2.64B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is HISGX actively managed or an index fund?

HISGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HISGX's is 1.22%) in exchange for the discretion to over- or under-weight positions.

When was HISGX launched?

Harbor Small Cap Growth Fund Investor Class (HISGX) launched in October 2002 and is managed by the fund issuer.

How has HISGX performed?

HISGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.