| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#53 in World Stock
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.65 percent over the past year, and 12.45 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.8% |
| 1 Year | 11.7% |
| 3 Years (Annualized) | 12.5% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in common stocks of U.S. and foreign companies that are selected for their long-term growth potential. It invests significantly (generally, at least 40% of its net assets) in the securities of issuers economically tied to foreign countries (unless market conditions are not deemed favorable by the Subadviser, in which case the fund generally will invest less than 40%, but at least 30%, of its assets in such foreign securities). In selecting investments for the fund, the Subadviser uses an approach that combines "top-down" macro-economic analysis with "bottom-up" security selection.
Fees
Fees are Above Average compared to funds in the same category.
Harbor Global Growth Fund has an expense ratio of 0.96 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
