Mutual Funds - Profile

Harbor Global Leaders Fund

Global > 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 invests in securities of companies located anywhere in the world, including in developed and emerging markets.

The team focuses on companies that are capable of generating durable, above-average, and relatively stable rates of earnings per share growth and superior free cash More

Price

  • Last Close
  • $32.09
    -0.26
  • 52 Week HL
  • $40.96 - $31.99
  • Net Assets
  • $89.58 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Roper Technologies 4.3
Alimentation Couche-Tard 4.3
Chegg Inc 4.1
Taiwan Semiconductor 4.0
Texas Instruments 3.9
Company Holding
AIA Group 3.6
Keyence Corp 3.6
Visa Inc 3.6
Charter Communications 3.6
Sea Ltd 3.5
Total 38.5%

Manager

  • Name
  • Sunil H. Thakor
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Sands Capital Management, LLC

Documents

  • Annual Reports

Performance
-6.2 % YTD

  • 3 Year
  • 5.58%
  • 5 Year
  • 73.89%
  • Best
  • 40.97%
    2013
  • Worst
  • -12.84%
    2011

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HRGAX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.5% -1.6% -17.8% 16% 3.7% 8.5% -2.8% 4.5% -1.3% 9% -
Q2 - 9.2% 23.2% 5.6% 6.2% 8.9% -1.4% 0.1% 4.2% 5.8% -
Q3 - 0.6% 10.4% 0.7% 6.6% 4.9% 6% -8.7% -0.7% 9.5% -
Q4 - -10.9% 4.5% 2.3% -11.5% 5.6% -6.3% 7% 1.4% 11.2% -

Returns +
M

J F M A M J J A S O N D
2022 -6.2% - - - - - - - - - - -
2021 -2.2% 1.8% -1.1% 4.5% 1.1% 3.4% 3.3% 2.3% -4.9% 6.3% -6.1% -10.8%

Annual
Return

Index Comparison

Alpha

NAV