About HAORX
Harbor International Core Fund Retirement Class is an actively managed mutual fund that targets long-term capital growth by investing primarily in non-U.S. equity securities. Managed with a quantitative, style-neutral approach, the fund maintains a broad all-cap portfolio, offering diverse exposure across sectors and regions outside the United States. Its strategy is designed to serve as a core international allocation in a diversified portfolio, appealing particularly to investors seeking wide-ranging coverage of developed—and selectively, emerging—markets.
The fund typically allocates at least 80% of its assets to foreign stocks, emphasizing holdings in large and mid-cap companies from developed markets such as Europe and Asia, while permitting up to 15% exposure to emerging markets. The investment process leverages systematic models built on established economic principles, aiming for consistent performance regardless of market cycles. Notable sectors represented in the fund’s top holdings include healthcare, financial services, and consumer cyclical industries. Launching in 2019, this Retirement Class share is designated for larger investments, often by retirement plans, and is characterized by a competitive expense ratio within its category. The fund’s structure and diversified holdings make it a significant vehicle for international equity exposure in the U.S. mutual fund landscape.
Fund Family Harbor Capital Advisors Inc
Category Foreign Large Blend
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HAORX
Share Class Retirement Class
Index MSCI EAFE Free NR USD
HAORX had a total return of 27.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.51%.
