Active quantitative investing, in less efficient equity markets.

| Prospectus | Fact Sheet | Commentary

Why invest in Harbor Overseas Fund?

  • A broad international security universe, including emerging markets. See more
  • A quantitative model with real world factors. See more
  • A fund with significant active exposures versus the benchmark. See more
  • A team with experience like the ocean – deep and wide. See more

“The drivers of stock prices are multi-faceted and change frequently. In our experience, a systematic, objective approach is the best way to exploit the associated mispricing opportunities.”Brendan Bradley, CIO, Acadian Asset Management

Current Price

As of 2/27/2020

Price (NAV)$9.88
Daily Change ($)-$0.27
Daily Change (%)-2.66%
YTD Return-7.40%

Fund Facts

Inception Date3/1/2019
Net Expense Ratio0.90%
Gross Expense Ratio2.16%
Total Net Assets (million)
(As of 1/31/2020)
Fund Number2544
Share ClassRetirement

Top Ten Holdings

Roche Holding AG [ROG]3.2%
Novartis AG [NOT]2.7%
Novo Nordisk AS [NOVOB]1.9%
Koninklijke Philips NV [PHIA]1.8%
Mitsubishi UFJ Financial Group Inc. [8306]1.8%
NTT DoCoMo Inc. [9437]1.7%
Allianz SE [ALV]1.7%
Assicurazioni Generali SpA [G]1.7%
Koninklijke Ahold Delhaize NV [AD]1.7%
Sumitomo Mitsui Financial Group Inc. [8316]1.6%
% of Total Holdings:19.8%

As of 12/31/2019