- 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 $2.84B 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 a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (HISGX's is 1.22%) because there's no security selection cost.
- 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.
