Harbor Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return1.361.0127.01-8.4919.21
    Category Average0.192.7424.73-7.7518.05
    Assets for Each Yr*77.1267.1269.5243.0948.31
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 19.21 12.06 6.76

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $48,305 mil $50,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 75.27 0.94 Average
    International Stock 2.0 18.56 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 1.56 0.83 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Tesla Inc* Consumer Cyclical -31.39 0.96
    Broadcom Inc* Technology 17.96 0.88
    Fleetcor Technologies Inc* Industrials 45.99 0.75
    Marriott International Inc Class* Consumer Cyclical 22.44 0.66
    UnitedHealth Group Inc* Healthcare -4.59 0.58
    Hexcel Corp* Industrials 24.08 0.10
    Cabot Microelectronics Corp* Technology 14.40 0.09
    Experian PLC* Industrials 22.91 0.09
    FirstCash Inc* Financial Services 33.35 0.08
    Wolverine World Wide Inc* Consumer Cyclical -6.52 0.07
    EnerSys* Technology -18.61 0.06
    OSI Systems Inc* Technology 42.66 0.06
    Medical Properties Trust Inc* RealEstate 14.99 0.06
    Monolithic Power Systems Inc* Technology 11.10 0.06
    Darling Ingredients Inc* Industrials 7.02 0.06
    Albany International Corp* Consumer Cyclical 17.48 0.06
    Parker Hannifin Corp* Industrials 14.74 0.05
    Raymond James Financial Inc* Financial Services 14.00 0.05
    FLIR Systems Inc* Technology 15.71 0.05
    Casella Waste Systems Inc Class * Industrials 35.38 0.05

    Worst 5-Year Relative Performance | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Harbor Small Cap Val Paul E. Viera 17.40
    Harbor Mid Cap Growt Michael T. Carmen 11.90
    Harbor Small Cap Gro Ethan J. Meyers 11.60
    Harbor Target Retire Brian L. Collins 10.40
    Harbor Target Retire Brian L. Collins 10.40

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Harbor Overseas Inst Brendan O. Bradley 0.20
    Harbor International William J. Arah 0.70
    Harbor Core Bond Ins James E. Gubitosi 1.00
    Harbor Global Leader Sunil H. Thakor 1.20
    Harbor High-Yield Op Conrad E. Chen 1.50