Harbor Small Cap Growth Fund Q1 2025 Commentary
2025-06-04 09:42:00 ET
Summary
- During the first quarter, the Harbor Small Cap Growth Fund (Institutional Class, “Fund”) returned -10.45%, outperforming the Russell 2000® Growth Index, which returned -11.12%.
- Many of our top contributors were names that had weighed on performance last year but had rebounded sharply despite limited fundamental change.
- Financials represented the Fund’s largest overweight relative to the index at the end of 2024 and continues to be the largest overweight as of March 31, 2025.
Performance
As of 03/31/2025
Average Annual Returns
Share Class | Tick er | CUSIP | 3 Months | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception | Inception Date | Net Expense Ratio % | Gross Expense Ratio % |
Institutional | HASGX | 411511868 | -10.45% | -10.45% | -10.19% | 0.46% | 12.14% | 7.56% | 8.59% | 11/01/00 | 0.88 | 0.88 |
Investor | HISGX | 411511777 | -10.59% | -10.59% | -10.50% | 0.09% | 11.73% | 7.17% | 9.70% | 11/01/02 | 1.23 | 1.23 |
Retirement | HNSGX | 411512494 | -10.43% | -10.43% | -10.10% | 0.55% | 12.22% | 7.64% | 8.62% | 11/01/00 | 0.80 | 0.80 |
Russell 2000® Growth Index | -11.12% | -11.12% | -4.86% | 0.78% | 10.78% | 6.14% | 5.97% | 11/01/00 |
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Harbor Small Cap Growth Fund Q1 2025 Commentary
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