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Fund Intelligence | Best Managers | HASGX Insights | HASGX Score | HASGX Performance | HASGX Manager | HASGX News | HASGX Allocation | HASGX Holdings Change

Mutual Fund Insights: Harbor Small Cap Growth Instl Fund (HASGX)

In-depth Analysis of Harbor Small Cap Growth Instl Fund (HASGX)

Mutual fund chart: Harbor Small Cap Growth Instl Fund (HASGX)

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See Harbor Small Cap Growth Instl Fund (HASGX) performance details as of February 28, 2010

  

    Last Trade: $10.98 on 3/19/2010, Change: -0.11 (-0.99%)
Experiment our closing price forecasting tool for Harbor Small Cap Growth Instl Fund (HASGX) (alpha release)

  

Fund ManagerFund Manager - Matthew W. Strobeck

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Strobeck, PhD Security Analyst, Covers Biotechnology and Life Sciences 2003: Westfield Capital Management, Boston, MA; Security Analyst 2003: Food and Drug Administration, Rockville, MD; Consultant to Commissioner 2002-2007: Hestion, Boston, MA; Board Member 2004: Massachusetts Institute of Technology; MBA candidate 2004: Harvard Medical School, MS candidate 2002: Massachusetts Institute of Technology, Fellow 2001: University of Cincinnati, Ph.D. 1996: St. Lawrence Univ., BS  Get more insights on Matthew W. Strobeck

  

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

Data for Harbor Small Cap Growth Instl Fund (HASGX) as of February 28, 2010

  • Harbor Small Cap Growth Instl Fund (HASGX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Harbor Small Cap Growth Instl Fund (HASGX) has good short-term performance (1-year return 61.08% vs 60.01 % Small Growth category average)
  • Harbor Small Cap Growth Instl Fund (HASGX) has good Long-term performance (5-year return 2.95% vs 0.80 % Small Growth category average)
  • Harbor Small Cap Growth Instl Fund (HASGX) ratio of up-years vs down years is greater than 2
  • Harbor Small Cap Growth Instl Fund (HASGX) has a Morningstar rating of 4 and above
  • Harbor Small Cap Growth Instl Fund (HASGX) has an annual stock turnover rate of 57.00% vs Small Growth average of 136.50%. It is good that Harbor Small Cap Growth Instl management does not trade extensively for its return.
  • Harbor Small Cap Growth Instl Fund (HASGX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.44, lower than category average of 24.99
  • Harbor Small Cap Growth Instl Fund (HASGX) has a lower management fee than its Small Growth average: 0.88% vs 1.60%
  • 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

  

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

Data for Harbor Small Cap Growth Instl Fund (HASGX) as of February 28, 2010

  • Harbor Small Cap Growth Instl Fund (HASGX) management has been with Harbor Small Cap Growth Instl Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Harbor Small Cap Growth Instl Fund (HASGX) has a less-than-ideal mid-term performance (3-year return -2.50% vs -5.64 % Small Growth category average)
See Harbor Small Cap Growth Instl Fund (HASGX) performance details as of February 28, 2010

  

  

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Harbor Small Cap Growth Instl Fund (HASGX) Net Asset

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

DateNet Asset
02/2010$410.40M
01/2010$344.79M
11/2009$335.60M
More historic net asset information on Harbor Small Cap Growth Instl Fund (HASGX)

  

Harbor Small Cap Growth Instl Fund (HASGX) Portfolio Allocation

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

DateCashStockBondOther
09/20091.68%98.32%0%0%
06/20093.18%96.82%0%0%
03/20092.57%97.43%0%0%
Click here to see more historic asset allocation information on Harbor Small Cap Growth Instl Fund (HASGX)

  

Most Recent Top 10 Holdings in Harbor Small Cap Growth Instl Fund (HASGX)

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

30-Sep-09
Nuance Communications, Inc. [3.96%]
SkillSoft plc [2.97%]
Informatica Corporation [2.93%]
Alexion Pharmaceuticals, Inc. [2.64%]
Polycom, Inc. [2.47%]
EXTERRAN HOLDINGS [2.46%]
United Therapeutics Corporation [2.45%]
GEO GROUP INC (THE) [2.42%]
ALPHA NATURAL RES [2.39%]
ev3 Inc. [2.27%]

30-Jun-09
Nuance Communications, Inc. [3.86%]
Alexion Pharmaceuticals, Inc. [2.94%]
SkillSoft plc [2.91%]
Vertex Pharmaceuticals Incorpor [2.83%]
Informatica Corporation [2.82%]
Acorda Therapeutics, Inc. [2.77%]
GEO GROUP INC (THE) [2.68%]
Quest Software, Inc. [2.53%]
United Therapeutics Corporation [2.51%]
ev3 Inc. [2.38%]

31-Mar-09
Nuance Communications, Inc. [4.14%]
OSI Pharmaceuticals Inc. [4.05%]
Alexion Pharmaceuticals, Inc. [3.84%]
Immucor, Inc. [3.75%]
SkillSoft plc [3.33%]
Informatica Corporation [3.32%]
Quest Software, Inc. [2.75%]
Masimo Corporation [2.73%]
Vertex Pharmaceuticals Incorpor [2.72%]
RED HAT INC [2.51%]
Click here for Stock Holding Change Map in Harbor Small Cap Growth Instl Fund (HASGX)

  

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Latest News on Harbor Small Cap Growth Instl (HASGX)

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