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Harbor Small Cap Growth Instl (HASGX)

16.40 +0.35 (+2.18%)
At close: 8:10:16 AM EDT
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  • Previous Close 16.05
  • YTD Return 6.69%
  • Expense Ratio 0.88%
  • Category Small Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 2.58B
  • Beta (5Y Monthly) 1.44
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.06
  • Inception Date Nov 1, 2002

The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Growth Index.

Harbor Capital Advisors Inc

Fund Family

Small Growth

Fund Category

2.58B

Net Assets

2002-11-01

Inception Date

Performance Overview

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Trailing returns as of 10/19/2026. Category is Small Growth.

YTD Return

HASGX
6.69%
Category
12.40%

1-Year Return

HASGX
9.99%
Category
55.69%

3-Year Return

HASGX
13.61%
Category
19.34%

5-Year Return

HASGX
4.30%
Category
20.72%

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Holdings

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Top 10 Holdings (22.73% of Total Assets)

Symbol Company % Assets
Ascendis Pharma A/S 3.55%
IMAX Corporation 2.34%
Dynatrace, Inc. 2.33%
Life Time Group Holdings, Inc. 2.27%
Brinker International, Inc. 2.19%
The Chefs' Warehouse, Inc. 2.19%
FirstCash Holdings, Inc. 2.03%
Rhythm Pharmaceuticals, Inc. 2.02%
ITT Inc. 2.00%
Applied Industrial Technologies, Inc. 1.81%

Sector Weightings

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