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Harbor Diversified Intl All Cp Retire (HNIDX)

12.74 +0.04 (+0.31%)
At close: 8:00 PM EST
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DELL
  • Previous Close 12.70
  • YTD Return 6.07%
  • Expense Ratio 0.72%
  • Category Foreign Large Blend
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 933.18M
  • Beta (5Y Monthly) 1.04
  • Yield 2.41%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.31
  • Inception Date Nov 2, 2015

The fund invests primarily (no less than 65% of its total assets under normal market conditions) in common and preferred stocks of foreign companies. The Subadvisor's investment strategy focuses on identifying attractive long-term investment opportunities that can arise as a result of certain capital cycle, or supply-side, conditions. Capital cycle investing is based on the concept that the prospect of high returns will attract excessive capital and competition and the prospect of low returns will excessively depress new capital investments and discourage competition.

Harbor

Fund Family

Foreign Large Blend

Fund Category

933.18M

Net Assets

2015-11-02

Inception Date

Performance Overview: HNIDX

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Trailing returns as of 11/22/2024. Category is Foreign Large Blend.

YTD Return

HNIDX
6.07%
Category
9.07%
 

1-Year Return

HNIDX
21.34%
Category
33.76%
 

3-Year Return

HNIDX
1.18%
Category
8.50%
 

5-Year Return

HNIDX
5.77%
Category
10.08%
 

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Holdings: HNIDX

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Top 10 Holdings (14.91% of Total Assets)

SymbolCompany% Assets
NOVO-B.CO
NOVO-B.CO 2.26%
2330.TW
2330.TW 2.21%
1299.HK
1299.HK 1.65%
III.L
III.L 1.62%
HDFCBANK.NS
HDFCBANK.NS 1.40%
BBCA.JK
BBCA.JK 1.36%
RR.L
RR.L 1.13%
ASML.AS
ASML.AS 1.12%
005930.KS
005930.KS 1.08%
UCG.MI
UCG.MI 1.07%

Sector Weightings

SectorHNIDX
Industrials   20.58%
Technology   10.46%
Healthcare   6.35%
Energy   4.28%
Real Estate   0.58%
Utilities   0.00%

Recent News: HNIDX

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Research Reports: HNIDX

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