About HNIDX
The Harbor Diversified International All Cap Fund Retirement Class is a mutual fund designed to provide broad exposure to international equity markets. Its core strategy focuses on investing at least 65% of assets in common and preferred stocks of foreign companies across all market capitalizations, including those in emerging economies. Managed using a fundamentally driven approach, the fund seeks to identify companies positioned favorably within the capital cycle, leveraging in-depth, internally generated research to assess industry dynamics and management incentives. The fund is distinguished by its team structure, where each regional portfolio manager independently manages a portion of the portfolio, allowing for diverse investment perspectives and reducing key person risk. As a Retirement Class share, it offers a competitive expense ratio and targets long-term capital growth. The fund spans a wide array of sectors such as technology, industrials, financial services, healthcare, and energy, with top holdings including prominent international firms. Its diversified all-cap methodology makes it suitable as a standalone vehicle for international equity exposure, reflecting its significant role in supporting retirement and institutional investment portfolios seeking global diversification.
Fund Family Harbor Capital Advisors Inc
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HNIDX
Share Class Retirement Class
Index MSCI AC World ex USA NR USD
HNIDX had a total return of 22.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.64%.
