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 12/13/2019

Price (NAV)$10.77
Daily Change ($)$0.09
Daily Change (%)0.84%
YTD Return7.70%

Fund Facts

Inception Date3/1/2019
Net Expense Ratio0.85%
Gross Expense Ratio2.24%
Total Net Assets (million)
(As of 11/30/2019)
$13.337
TickerHAOSX
Fund Number2044
Share ClassInstitutional

Top Ten Holdings

Roche Holding AG [ROG]3.2%
Novartis AG [NOT]2.8%
Unilever NV [UNA]2.2%
Mitsubishi UFJ Financial Group Inc. [8306]1.9%
Novo Nordisk AS [NOVOB]1.9%
Koninklijke Philips NV [PHIA]1.9%
Koninklijke Ahold Delhaize NV [AD]1.8%
Wolters Kluwer NV [WKL]1.8%
NTT DoCoMo Inc. [9437]1.8%
Assicurazioni Generali SpA [G]1.8%
% of Total Holdings:21.1%

As of 9/30/2019