Harbor International Small Cap Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-06-04 12:10:00 ET
Summary
- In the first quarter of 2025, financial markets were buffeted by the rapid-fire and, at times, contradictory policy pronouncements coming from the Trump administration.
- During the first quarter, the Harbor International Small Cap Fund (Institutional Class, “Fund”) returned 4.98%, outperforming its benchmark, the MSCI EAFE Small Cap Index, which returned 3.69%.
- Entering the year, the most significant sector overweights were Industrials and Information Technology, and the most significant underweights were Real Estate and Financials.
Performance
As of 03/31/2025
Average Annual Returns
Share Class | Ticker | CUSIP | 3 Months | YTD | 1 Yr. | 3 Yr. | 5 Yr. | 10 Yr. | Since Inception | Inception Date | Net Expense Ratio % | Gross Expense Ratio % |
Institutional | HAISX | 411512569 | 4.98% | 4.98% | 1.99% | 3.50% | 13.28% | N/A | 7.20% | 02/01/16 | 0.90 | 1.04 |
Investor | HIISX | 411512544 | 4.84% | 4.84% | 1.61% | 3.14% | 12.88% | N/A | 6.80% | 02/01/16 | 1.25 | 1.39 |
Retirement | HNISX | 411512536 | 5.06% | 5.06% | 2.13% | 3.60% | 13.38% | N/A | 7.27% | 02/01/16 | 0.82 | 0.96 |
MSCI EAFE Small Cap (ND) Index | 3.69% | 3.69% | 3.10% | 0.88% | 9.89% | N/A | 6.19% | 02/01/16 |
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Harbor International Small Cap Fund Q1 2025 Commentary
Wienerberger Baustoff Ag
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