Mutual Funds - Profile

Harbor International Growth Fund

INT > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign companies located in, or economically tied to, any country or region outside of the United States, including developed foreign and emerging markets.

The team looks for companies with above-average growth potential relative to peers.

In addition, the team emphasizes More

Price

  • Last Close
  • $24.9
    +0.29
  • 52 Week HL
  • $24.9 - $18.97
  • Net Assets
  • $718.09 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Taiwan Semiconductor 3.8
Shopify Inc 3.4
ASML Holding 3.0
Zalando Se 2.5
Alibaba Group 2.2
Company Holding
Sartorius AG 2.1
Nidec Corp 1.9
Meituan Dianping 1.8
Bechtle AG 1.8
Naspers Ltd 1.8
Total 24.3%

Manager

  • Name
  • Gerard Callahan
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Baillie Gifford Overseas Limited

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
10 % YTD

  • 3 Year
  • 87.96%
  • 5 Year
  • 89.36%
  • Best
  • 37.82%
    2009
  • Worst
  • -49.29%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
HAIGX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.1% -20.3% 13.3% -0.3% 10.2% 0.7% 6.9% 1.9% 4.9% 14.8% -
Q2 6.4% 26.1% 4.3% 1% 8.7% 0.3% 0.7% 2.4% -3.8% -10.4% -
Q3 3.2% 12.8% -2.4% -0.5% 4.8% 8.1% -11.5% -6.9% 8.3% 5.8% -
Q4 - 15.7% 10.2% -15.3% 4.3% -7.9% 6.7% -1.6% 4.1% 5.3% -

Returns +
M

J F M A M J J A S O N D
2021 0.6% 0.4% -0.8% 2.9% 1.6% 1.8% -1.1% 2.3% 2% - - -
2020 -3% -5.2% -13.4% 9.3% 9.3% 5.6% 5.9% 6.6% -0.1% -0.9% 11.7% 4.6%

Annual Return

Index Comparison

Alpha

NAV