Harbor Small Cap Value Fund Administrative Class (HSVRX)

Overview

The fund is dedicated to investing in equity securities, with a focus on common and preferred stocks of small cap companies. It adheres to a strategy where, under normal market conditions, at least 80% of its net assets, in addition to borrowings for investment purposes, are invested in securities of small cap companies. These companies are defined by the advisor as those whose market capitalizations align with the range of the Russell 2000® Index. This strategic positioning allows the fund to target growth by investing in the smaller end of the market spectrum, which often presents unique opportunities for growth.

Products and Services

• Equity Securities Investment

  The core of the fund's portfolio is composed of equity securities, specifically common and preferred stocks. This includes a significant focus on small cap companies, aiming to leverage the growth potential within this market segment. By investing predominantly in these types of stocks, the fund seeks to capitalize on the dynamic nature and growth potential of smaller companies.

• Small Cap Focus

  In line with its investment strategy, the fund commits at least 80% of its net assets, plus any borrowings for investment purposes, to securities of small cap companies. These entities are defined based on their market capitalizations falling within the range of the Russell 2000® Index, positioning the fund to benefit from the agility and potential high growth of these smaller companies.

• Diversified Portfolio

  The fund's investment approach is to build a diversified portfolio by investing in approximately 55 to 70 companies. This strategy is aimed at mitigating risk while seeking to maximize returns by spreading investments across a broad spectrum of small cap companies. Diversification serves as a cornerstone for the fund's investment philosophy, aiming at balance and spreading risk across various sectors and industries within the small cap universe.