About HAISX
Harbor International Small Cap Fund Institutional Class is an actively managed mutual fund focused on international small-cap equity investments. Managed by Cedar Street Asset Management, the fund primarily seeks long-term capital appreciation by investing in the stocks of smaller companies located outside the United States, with a particular emphasis on developed markets and selective exposure to emerging markets. The fund aims to construct a diversified portfolio that spans a range of sectors, including industrials, financial services, technology, and consumer goods, while seeking value opportunities through a disciplined fundamental, bottom-up stock selection process. Notably, the portfolio typically invests in both growth and value stocks and maintains a relatively low portfolio turnover. The fund serves institutional investors and is designed to provide access to international diversification and potential growth opportunities within the small-cap segment, a market area known for its dynamism and higher risk-return profile compared to larger, more established global companies. The fund benchmarks its performance against the MSCI EAFE Small Cap Index, underlining its focus on ex-U.S. small-cap equity markets.
Fund Family Harbor Capital Advisors Inc
Category Foreign Small/Mid Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HAISX
Share Class Institutional Class
Index MSCI EAFE Small Cap NR USD
HAISX had a total return of 23.78% in the past year, including dividends.
Since the fund's inception, the average annual return has been 9.58%.
