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Harbor Global Growth Instl (HGGAX) Fund Ranking and Research

Ranking, Research and Recommendation of Harbor Global Growth Instl (HGGAX) Fund

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

 

Graph of Harbor Global Growth Instl Fund (HGGAX) ManagerFund Manager - Thomas F. Marsico

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar Funds: HGGIX 
Fund Family: Harbor
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Portfolio Manager, Tom Marsico is the founder, Chief Executive Officer, and Chief Investment Officer of Marsico Capital Management.  Get more insights on Thomas F. Marsico

 

Graph of Harbor Global Growth Instl Fund (HGGAX) ProfileHarbor Global Growth Instl Fund (HGGAX) Profile

Fund Profile and Description

Harbor Global Growth Instl Fund seeks long-term growth of capital. Harbor Global Growth Instl Fund invests primarily in common stocks of U.S. and foreign companies that are selected for their long-term growth potential. It significantly invests at least 40% of net assets in the securities of issuers economically tied to foreign countries (unless market conditions are not deemed favorable by the Subadviser, in which case the fund generally invests at least 30% of assets in such foreign securities).

 

Harbor Global Growth Instl (HGGAX) Fund Strength What we like about Harbor Global Growth Instl (HGGAX) Fund

Data for Harbor Global Growth Instl Fund (HGGAX) as of May 30, 2016

  • Harbor Global Growth Instl Fund (HGGAX) management has been with Harbor Global Growth Instl Fund for 9.8 years
  • Harbor Global Growth Instl Fund (HGGAX) has good short-term performance (1-year return -2.66% vs -5.49% World Stock category median performance)
  • Harbor Global Growth Instl Fund (HGGAX) has good mid-term performance (3-year return 8.67% vs 5.54% World Stock category median performance)
  • Harbor Global Growth Instl Fund (HGGAX) has good Long-term performance (5-year return 8.45% vs 5.54% World Stock category median performance)
  • Harbor Global Growth Instl Fund (HGGAX) ratio of up-years vs down years is greater than 2
  • Harbor Global Growth Instl Fund (HGGAX) has a Morningstar rating of 4 and above
  • Asset base in Harbor Global Growth Instl Fund (HGGAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Harbor Global Growth Instl Fund (HGGAX) has a lower expense ratio than its World Stock average: 0.90% vs 1.28%
  • Harbor Global Growth Instl Fund (HGGAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Harbor Global Growth Instl Fund (HGGAX) Weakness What we are cautious about Harbor Global Growth Instl (HGGAX) Fund

Data for Harbor Global Growth Instl Fund (HGGAX) as of May 30, 2016

  • Harbor Global Growth Instl Fund (HGGAX) has an annual stock turnover rate of 106.00% that is higher than the World Stock average of 47.65%. This could mean Harbor Global Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Harbor Global Growth Instl Fund (HGGAX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.61 that is higher than category average of 12.23
See Harbor Global Growth Instl Fund (HGGAX) performance details as of May 30, 2016

 

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Compare Harbor Global Growth Instl Fund (HGGAX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Harbor Global Growth Instl0.19-2.668.678.45
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare
American Century Global Growth Instl (AGGIX)-0.18-3.347.547.06Compare

See top fund managers for World Stock Category Funds

 

Compare Harbor Global Growth Instl Fund (HGGAX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Harbor Global Growth Instl Fund (HGGAX) Net Asset TrackingHarbor Global Growth Instl (HGGAX) Fund Net Asset

Track net asset change of Harbor Global Growth Instl fund (HGGAX)

DateNet Asset
05/2016$47.40M
03/2016$47.20M
02/2016$44.60M
More historic net asset information on Harbor Global Growth Instl Fund (HGGAX)

  

Graph of Harbor Global Growth Instl Fund (HGGAX) Portfolio TrackingHarbor Global Growth Instl (HGGAX) Fund Portfolio Allocation

Track portfolio allocation change of Harbor Global Growth Instl fund (HGGAX)

DateCashStockBondOther
03/20160.16%99.84%0%0%
12/20154.4%95.6%0%0%
09/20153.3%96.7%0%0%
Click here to see more historic asset allocation information on Harbor Global Growth Instl Fund (HGGAX)

 

graph of Harbor Global Growth Instl Fund (HGGAX) Top 10 Position TrackingTop 10 Holdings in Harbor Global Growth Instl (HGGAX) Fund

Discover what Harbor Global Growth Instl Fund (HGGAX) manager is buying

Mar 30, 2016
Facebook, Inc. [6.4%]
Alphabet Inc. [5.19%]
Wynn Macau Ltd [5.17%]
Ryanair Holdings PLC ADR [4.48%]
Chipotle Mexican Grill, Inc. Co [3.56%]
Alibaba Group Holding Limited A [3.44%]
Nike, Inc. Common Stock [3.42%]
Home Depot, Inc. (The) Common S [3.22%]
Visa Inc. [3.13%]

Dec 30, 2015
Facebook, Inc. [5.59%]
Alphabet Inc. [4.63%]
Ryanair Holdings PLC ADR [4.23%]
Worldpay Group PLC [3.94%]
Nike, Inc. Common Stock [3.52%]
Sherwin-Williams Company (The) [3.42%]
Alibaba Group Holding Limited A [3.4%]
Apple Inc. [3.38%]
Ctrip.com International, Ltd. [3.14%]

Sep 29, 2015
Facebook, Inc. [5.38%]
NOVARTIS AG BASL [5.17%]
Ryanair Holdings PLC ADR [4.4%]
Alphabet Inc. [4.26%]
Apple Inc. [3.97%]
Nike, Inc. Common Stock [3.88%]
Norwegian Cruise Line Holdings [3.48%]
Sherwin-Williams Company (The) [3.29%]
Click here for Stock Holding Change Map in Harbor Global Growth Instl Fund (HGGAX)

  

Latest News on Harbor Global Growth Instl (HGGAX) Fund

See what is happening with Harbor Global Growth Instl Fund (HGGAX)

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Harbor Global Growth Instl Fund (HGGAX) Related ResourcesSee more information on Harbor Global Growth Instl (HGGAX) Fund

Popular pages on Harbor Global Growth Instl (HGGAX) Fund

  

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