About HAIDX
Harbor Diversified International All Cap Fund Institutional Class is a mutual fund that seeks long-term capital growth by investing in a broad range of international equities. Utilizing a diversified all-cap approach, the fund targets opportunities across large, mid, and small-cap stocks outside the United States, including both developed and emerging market companies. Its investment philosophy centers on fundamental research and a capital cycle strategy, aiming to identify companies with favorable supply-side dynamics. Managed by a team of regional specialists, each portfolio manager independently oversees a segment of the portfolio, promoting varied perspectives and reducing concentration risk. The fund covers numerous sectors, with notable allocations to financials, industrials, and consumer discretionary companies, and regularly includes holdings in standout international firms such as Taiwan Semiconductor Manufacturing and Novo Nordisk. Designed to serve as a core international equity holding, the fund appeals to institutions and investors seeking comprehensive, actively managed foreign market exposure, with a minimum investment requirement and an expense ratio aligned with similar institutional-class offerings.
Fund Family Harbor Capital Advisors Inc
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HAIDX
Share Class Institutional Class
Index MSCI AC World ex USA NR USD
HAIDX had a total return of 21.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.23%.
