ARZTD - Harbor International Small Cap Fund Q1 2025 Commentary
2025-06-04 12:10:00 ET
Summary
- In the first quarter of 2025, financial markets were buffeted by the rapid-fire and, at times, contradictory policy pronouncements coming from the Trump administration.
- During the first quarter, the Harbor International Small Cap Fund (Institutional Class, “Fund”) returned 4.98%, outperforming its benchmark, the MSCI EAFE Small Cap Index, which returned 3.69%.
- Entering the year, the most significant sector overweights were Industrials and Information Technology, and the most significant underweights were Real Estate and Financials.
Performance
As of 03/31/2025
Average Annual Returns
Share Class |
Ticker |
CUSIP |
3 Months |
YTD |
1 Yr. |
3 Yr. |
5 Yr. |
10 Yr. |
Since Inception |
Inception Date |
Net Expense Ratio % |
Gross Expense Ratio % |
Institutional |
HAISX |
411512569 |
4.98% |
4.98% |
1.99% |
3.50% |
13.28% |
N/A |
7.20% |
02/01/16 |
0.90 |
1.04 |
Investor |
HIISX |
411512544 |
4.84% |
4.84% |
1.61% |
3.14% |
12.88% |
N/A |
6.80% |
02/01/16 |
1.25 |
1.39 |
Retirement |
HNISX |
411512536 |
5.06% |
5.06% |
2.13% |
3.60% |
13.38% |
N/A |
7.27% |
02/01/16 |
0.82 |
0.96 |
MSCI EAFE Small Cap (ND) Index |
3.69% |
3.69% |
3.10% |
0.88% |
9.89% |
N/A |
6.19% |
02/01/16 |