HASGX Rating, Research - Harbor Small Cap Growth Instl

Harbor Small Cap Growth Instl (hasgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 14

Threats + Weaknesses = 8

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hasgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Harbor Small Cap Growth Instl (HASGX) Description: HASGX is a mutual fund, which is an investment that owns a basket of assets. The HASGX mutual fund was provided by Harbor and this investment vehicle derives the majority of its value from equity holdings (stocks). Harbors mutual fund has a long management tenure and is in the average fund size classification. HASGXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HASGXs expense ratio is roughly 1%. The latest HASGXs front end load was 0% and the back end load was 0%. The Harbor Small Cap Growth Instl (HASGX) mutual fund falls under the small growth category. HASGX focuses its investments in USA and HASGX is not affiliated with a particular industry or fund sector. The Harbor Small Cap Growth Instl (HASGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HASGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HASGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to track the performance of a benchmark index that measures This investment vehicle return of small-capitalization value stocks (see stock research). The fund employs a passive management investment approach designed to track the performance of the MSCI US Small Cap Value Index, a broadly diversified index of value stocks (see stock research) of smaller U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks (see stock research) that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Management Analysis Update

Performance Analysis Update