Harbor Small Cap Value Fund Investor Class (HISVX)

Overview

The fund focuses on investing predominantly in equity securities, including both common and preferred stocks, specifically targeting small cap companies for its portfolio. It aims to allocate at least 80% of its net assets, in addition to any borrowings made for investment purposes, towards securities belonging to these small cap entities. These companies are identified based on their market capitalizations, which are expected to align with the range observed within the Russell 2000® Index, a common benchmark for small cap U.S. stocks. By maintaining investments in approximately 55 to 70 companies, the fund seeks to diversify its holdings and mitigate risk while capitalizing on the growth potential associated with small cap investments.

Products and Services

The primary offering of this fund revolves around investment in equity securities of small cap companies. Detailed descriptions of these services are as follows:

• Equity Securities Investments: The fund specializes in purchasing equity securities, mainly common and preferred stocks, of small cap companies that exhibit potential for growth. This involves a rigorous selection process to identify companies with market capitalizations that fit within the Russell 2000® Index range. By doing so, the fund aims to invest in businesses that are positioned for upward mobility in the market, thereby potentially offering significant returns to investors.
• Small Cap Company Focus: With a clear focus on small cap companies, the fund leverages the inherent growth dynamics and market movements of these entities. These are companies whose market cap falls within the range defined by the Russell 2000® Index, considered to be on the smaller end of the spectrum in the stock market. This focus allows the fund to target investments in businesses that might be overlooked by larger investment vehicles, providing a unique niche and opportunity for investors interested in this segment.