Harbor Funds - Harbor Emerging Markets Equity Fund (HNEMX)
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Harbor Funds - Harbor Emerging Markets Equity Fund
Chicago, IL 60606-4302
111 South Wacker Drive,34th Floor
Harbor Funds
Management Information
,Lead Manager since June 20, 2021
Alex joined Marathon in 2021 as an Emerging Markets equity Portfolio Manager. He is responsible for Global Emerging Markets investments within Global and International strategies as well as in standalone Emerging Markets funds and accounts. He is a member of Marathon’s Partners Group. Alex joined Marathon from Fidelity International, where he began his career in 2004 as an equity analyst before being appointed a Portfolio Manager in 2008, initially for Latin American equities and, from 2013 for Global Emerging Markets.
Alex holds an M.A. from the University of Nottingham.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryDiversified Emerging Mkts
Fund FamilyHarbor
Net Assets6.33M
YTD Return-19.52%
Yield0.92%
Morningstar Rating★★★★
Inception DateFeb 29, 2016
Fund Operations
Last Dividend0.09
Last Cap Gain7.00
Holdings Turnover103.00%
Average for CategoryN/A
Fees & Expenses
ExpenseHNEMXCategory Average
Annual Report Expense Ratio (net)0.88%1.23%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio1.47%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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