Harbor Small Cap Growth Fund Investor Class (HISGX)

Overview

The fund focuses on investing predominantly in equity securities, including both common and preferred stocks, specifically targeting small cap companies. This investment strategy adheres strictly to allocating at least 80% of its net assets, in addition to any borrowings for investment purposes, towards securities of small cap companies. Small cap companies, as defined by the adviser, are those whose market capitalizations align with the indices of the Russell 2000® Growth Index. This strategy is maintained under normal market conditions, aiming to leverage the potential growth and innovation typical of small cap companies.

Products and Services

• Equity Securities Investment

  This product focuses on investment in equity securities, specifically targeting common and preferred stocks. The aim is to provide investors with the opportunity to participate in the equity growth of small cap companies, which often present higher growth potential compared to their larger counterparts.

• Small Cap Companies Focus

  The service is committed to investing a substantial portion of its assets in small cap companies. The definition of small cap companies for this fund is based on the market capitalizations that fall within the Russell 2000® Growth Index range. This approach is intended to tap into the dynamism and potential higher returns associated with smaller, growing companies.