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Harbor Disruptive Innovation Fund (HNMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.7000+0.2000 (+4.44%)
At close: 08:00PM EDT

Harbor Disruptive Innovation Fund

Harbor Funds

111 South Wacker Drive,34th Floor

Chicago, IL 60606-4302

Management information
Spenser P. Lerner,Lead manager since 18 May 2021
Mr. Lerner joined Harbor Capital in 2020 and is the Head of Multi-Asset Solutions, a Managing Director and a Portfolio Manager. Prior to joining Harbor Capital, Mr. Lerner was a Vice President of Equity and Quantitative Investment Research and Equity Manager Research for JP Morgan Asset Management. Before that, he worked as a Research, Portfolio Management and Quantitative Investment Strategy Associate for JP Morgan Asset Management. Mr. Lerner began his investment career in 2009.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyHarbor
Net assets201.45M
YTD return-37.25%
Morningstar rating★★
Inception date29 Feb 2016

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover113.00%
Average for categoryN/A

Fees and expenses

ExpenseHNMGXCategory average
Annual report expense ratio (net)0.00%1.09%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A