Harbor Small Cap Growth Fund (HASGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HASGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HASGX
HASGX charges 0.87% annually. There are 32 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | HASGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HASGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HASGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HASGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HASGX vs VISGX |
Best Risk-Adjusted Alternatives to HASGX
HASGX has a PortfoliosLab risk / return rank of 48. There are 72 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | HASGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | HASGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | HASGX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | HASGX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | HASGX vs OBMCX |
Top Performing HASGX Alternatives (YTD)
HASGX is at 20.58% YTD. There are 70 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | HASGX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | HASGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | HASGX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | HASGX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | HASGX vs OBMCX |
Lowest Volatility Alternatives to HASGX
HASGX has 21.01% 1-year volatility. There are 79 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | HASGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | HASGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | HASGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | HASGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | HASGX vs NBGIX |
Lowest Drawdown Alternatives to HASGX
HASGX has a 1-year max drawdown of -12.93%. There are 64 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | HASGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HASGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HASGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HASGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HASGX vs RFIMX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 12 | 3.75% | — | Dec 1987 | HASGX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 12 | 3.79% | — | — | HASGX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 6.22% | — | Dec 1987 | HASGX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 85 | 33.41% | — | Dec 2001 | HASGX vs HASCX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 25 | 0.58% | — | Dec 1987 | HASGX vs HABDX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 88 | 17.38% | — | Mar 2002 | HASGX vs HAMVX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.42% | — | Jun 2018 | HASGX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 12 | 1.12% | — | Dec 1987 | HASGX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 65 | 17.09% | — | Mar 2019 | HASGX vs HAONX | |
| Harbor Mid Cap Fund | Mid Cap Blend Equities | 63 | 16.17% | — | Dec 2019 | HASGX vs HMCNX |
Often Compared With HASGX
Investors most often compare HASGX with AMDVX, DGRO, IVOG. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare HASGX with Any Fund or Stock
Compare HASGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HASGX with funds that move differently
Harbor Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HASGX.
Explore HASGX Diversifiers