Harbor Global Leaders Fund Institutional Class (HGGAX) Research

This fund's primary objective is to achieve long-term capital appreciation. It primarily invests in the equity securities of companies situated across the globe, encompassing both developed and emerging markets. Under typical market conditions, the fund is expected to diversify its holdings across a minimum of three countries, with the United States being one of them. A substantial portion, at least 40% of its assets, will be allocated to companies based outside the U.S. The fund retains the flexibility to allocate capital to securities of companies located in emerging markets. However, this allocation is subject to a cap, not exceeding the higher of 30% of its total assets or three times the emerging markets component as represented in the MSCI All Country World Index.

Open Harbor Global Leaders Fund Institutional Class (HGGAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.