• Harbor International Fund

Harbor

  • International
  • Large-Cap
  • Growth

Harbor International Fund

HRINX

Summary

The fund seeks total return in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on foreign companies located principally in developed markets across Europe, Japan and Asia Pacific ex Japan.

The team seeks to identify attractive investment opportunities arising due to certain capital cycle, or supply-side conditions.

Capital cycle investing is based on the concept More

Price

Last Close

$39.39 ( +0.1 )

52 Week HL

$50.65 - $39.29

Net Assets

$4080 M

Expense Ratio

0.69 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Apr 05, 2021

Company Name

  • Vestas Wind
  • Roche Holding
  • Flutter Entertainment
  • BP Plc[BP.]
  • Novo Nordisk

Holding

  • 1.9
  • 1.8
  • 1.4
  • 1.3
  • 1.2

Company Name

  • Hitachi Ltd.[6501]
  • Intertek Group
  • HelloFresh SE[HFG]
  • Coloplast AS
  • Rightmove Plc[RMV]
  • Total

Holding

  • 1.2
  • 1.2
  • 1.2
  • 1.1
  • 1.0
  • 13.3%

Manager

Name

Neil M. Ostrer

Leadership

Single Manager

Tenure

2003

Advisor

Marathon Asset Management LLP

Documents

Prospectus

Summary

Annual Reports

Website

Link

Performance

YTD

-14.5 %

3 Year

10.78%

5 Year

-1.93%

Best

40.66%
2003

Worst

-42.82%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.6% 4.7% -24.9% 9.7% -0.6% 8.6% 0.4% 5.7% 1% 2% -
Q2 -10% 4.6% 14.8% 1.6% 0.5% 6.7% -1.7% 1.5% 3.3% -1.2% -
Q3 - 3.6% 8.6% -1.5% -2.6% 3.5% 5.9% -13% -7.1% 10% -
Q4 - -1.1% 17.7% 6.5% -13.9% 2.1% -4.4% 2.8% -4.1% 4.7% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -3.2% -2.6% 0.1% -7.8% -4.6% - - - - - - -
2021 -1.7% 3.8% 2.6% 3% 3.3% -1.7% 0.4% 1.6% 1.6% -1.9% -6.1% 2.8%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HRINX -15%7%10%19%-19%23%--4%-7%17%21%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -15%-21%-5%-10%-12%4%--4%-21%-13%21%

HRINX S&P 500

Chart +