Harbor Convertible Securities Fund Institutional Class (HACSX)

Overview

This fund is focused on investing in equity securities that are identified by the Subadviser as having strong growth potential yet are undervalued in the marketplace. With a strategy that emphasizes at least 65% of its net assets in equity securities, the fund prioritizes investments in principal common and preferred stocks of U.S. companies. The Subadviser's strategic approach leans towards companies with larger market capitalizations, although it retains the flexibility to invest in mid and small cap companies as well. By maintaining a diversified portfolio of approximately 30-50 stocks, the fund aims to balance growth with risk management, ensuring a robust investment strategy for its shareholders.

Products and Services

• Equity Securities Investments

  The core of the fund's investment strategy revolves around equity securities, with a specific focus on common and preferred stocks of U.S. companies. By identifying securities with strong growth characteristics and that appear undervalued, the fund seeks to capitalize on potential market adjustments to achieve growth.

• Focus on Larger Market Capitalizations

  While the fund's strategy allows for investments in companies of various sizes, including mid and small cap companies, there is a significant emphasis on larger market capitalizations. This focus is driven by the Subadviser's belief in the stability and growth potential of larger, well-established companies.

• Diversified Portfolio Management

  Maintaining a portfolio of approximately 30-50 stocks, the fund aims to achieve a balanced investment strategy. This diversified approach helps in managing risk while seeking to capitalize on the growth of equity securities in the marketplace. The fund's strategic diversification is a testament to its commitment towards achieving long-term growth objectives for its investors.