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Harbor Small Cap Growth Instl (HASGX) Fund Ranking and Research

Ranking, Research and Recommendation of Harbor Small Cap Growth Instl (HASGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Harbor Small Cap Growth Instl Fund (HASGX) ManagerFund Manager - Bruce M. Jacobs

Fund Manager Information

Fund Manager Tenure: 7.9 years
Fund Family: Harbor
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

Graph of Harbor Small Cap Growth Instl Fund (HASGX) ProfileHarbor Small Cap Growth Instl Fund (HASGX) Profile

Fund Profile and Description

Harbor Small Cap Growth Instl Fund seeks long-term growth of capital. Harbor Small Cap Growth Instl Fund normally invests at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of small-cap equity securities. It invests primarily in equity securities, principally common and preferred stocks, of small-cap companies with market capitalizations that fall within the range of the Russell 2000 Growth Index.

 

Harbor Small Cap Growth Instl (HASGX) Fund Strength What we like about Harbor Small Cap Growth Instl (HASGX) Fund

Data for Harbor Small Cap Growth Instl Fund (HASGX) as of May 30, 2016

  • Harbor Small Cap Growth Instl Fund (HASGX) management has been with Harbor Small Cap Growth Instl Fund for 7.9 years
  • Harbor Small Cap Growth Instl Fund (HASGX) has good mid-term performance (3-year return 8.28% vs 6.86% Small Growth category median performance)
  • Harbor Small Cap Growth Instl Fund (HASGX) has good Long-term performance (5-year return 7.82% vs 7.01% Small Growth category median performance)
  • Harbor Small Cap Growth Instl Fund (HASGX) ratio of up-years vs down years is greater than 2
  • Asset base in Harbor Small Cap Growth Instl Fund (HASGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Harbor Small Cap Growth Instl Fund (HASGX) has a lower expense ratio than its Small Growth average: 0.83% vs 1.31%
  • Harbor Small Cap Growth Instl Fund (HASGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Harbor Small Cap Growth Instl Fund (HASGX) Weakness What we are cautious about Harbor Small Cap Growth Instl (HASGX) Fund

Data for Harbor Small Cap Growth Instl Fund (HASGX) as of May 30, 2016

  • Harbor Small Cap Growth Instl Fund (HASGX) has a less-than-ideal short-term performance (1-year return -11.93% vs -7.74% Small Growth category median performance)
  • Harbor Small Cap Growth Instl Fund (HASGX) has a Morningstar rating of 3 and below
  • Harbor Small Cap Growth Instl Fund (HASGX) has an annual stock turnover rate of 78.00% that is higher than the Small Growth average of 63.11%. This could mean Harbor Small Cap Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Harbor Small Cap Growth Instl Fund (HASGX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.95 that is higher than category average of 15.82
See Harbor Small Cap Growth Instl Fund (HASGX) performance details as of May 30, 2016

 

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Compare Harbor Small Cap Growth Instl Fund (HASGX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Harbor Small Cap Growth Instl-2.24-11.938.287.82
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Harbor Small Cap Growth Instl Fund (HASGX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Harbor Small Cap Growth Instl Fund (HASGX) Net Asset TrackingHarbor Small Cap Growth Instl (HASGX) Fund Net Asset

Track net asset change of Harbor Small Cap Growth Instl fund (HASGX)

DateNet Asset
05/2016$595.07M
03/2016$566.00M
02/2016$530.74M
More historic net asset information on Harbor Small Cap Growth Instl Fund (HASGX)

  

Graph of Harbor Small Cap Growth Instl Fund (HASGX) Portfolio TrackingHarbor Small Cap Growth Instl (HASGX) Fund Portfolio Allocation

Track portfolio allocation change of Harbor Small Cap Growth Instl fund (HASGX)

DateCashStockBondOther
03/20164.03%95.97%0%0%
12/20155.03%94.97%0%0%
09/20156.25%93.75%0%0%
Click here to see more historic asset allocation information on Harbor Small Cap Growth Instl Fund (HASGX)

 

graph of Harbor Small Cap Growth Instl Fund (HASGX) Top 10 Position TrackingTop 10 Holdings in Harbor Small Cap Growth Instl (HASGX) Fund

Discover what Harbor Small Cap Growth Instl Fund (HASGX) manager is buying

Mar 30, 2016
STERIS plc Ordinary Shares [2.45%]
Bright Horizons Family Solution [2.39%]
ICON plc [2.34%]
CoStar Group, Inc. [2.31%]
Integra LifeSciences Holdings C [2.3%]
The Ultimate Software Group, In [2.29%]
Brunswick Corporation Common St [2.21%]
BroadSoft, Inc. [2.2%]
Electronics for Imaging, Inc. [2.14%]
Watsco, Inc. Common Stock [2.14%]

Dec 30, 2015
Bright Horizons Family Solution [2.27%]
ICON plc [2.22%]
Vail Resorts, Inc. Common Stock [2.21%]
Watsco, Inc. Common Stock [2.15%]
Brunswick Corporation Common St [2.14%]
CoStar Group, Inc. [2.13%]
Electronics for Imaging, Inc. [2.07%]
Chemtura Corp. Common Stock [2.02%]
STERIS plc Ordinary Shares [1.95%]
Neurocrine Biosciences, Inc. [1.9%]

Sep 29, 2015
Fortinet, Inc. [3.15%]
Icon PLC [3.14%]
AMAG Pharmaceuticals, Inc. [2.4%]
Team Health Holdings, Inc. Team [2.37%]
Bright Horizons Family Solution [2.27%]
Restoration Hardware Holdings I [2.26%]
Watsco, Inc. Common Stock [2.26%]
STERIS plc Ordinary Shares [2.15%]
Steelcase Inc. Common Stock [2.06%]
Electronics for Imaging, Inc. [2%]
Click here for Stock Holding Change Map in Harbor Small Cap Growth Instl Fund (HASGX)

  

Latest News on Harbor Small Cap Growth Instl (HASGX) Fund

See what is happening with Harbor Small Cap Growth Instl Fund (HASGX)

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Harbor Small Cap Growth Instl Fund (HASGX) Related ResourcesSee more information on Harbor Small Cap Growth Instl (HASGX) Fund

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