Harbor Small Cap Value Opportunities Fund Institutional Class (HSOVX)

Fund Facts
Price (NAV) (08/21/2017) $9.44
Daily $ Change -$0.03 
Daily % Change -0.32% 
YTD Return (08/21/2017) -5.60%
Inception Date 08/01/2017
Net Expense Ratio 0.88%
Gross Expense Ratio 1.59%
Portfolio Manager
Sapience Investments, LLC
Samir Sikka
Total Net Assets -- million
Ticker HSOVX
Fund Number 2041
CUSIP 411512320
Overview
The Harbor Small Cap Value Opportunities Fund, subadvised by Sapience Investments, LLC, invests primarily in equity securities, principally common stocks, of small cap companies. The Subadviser employs a fundamental bottom-up, research intensive investment process to identify companies to own in the Fund, and invests in companies that it believes possess sustainable business models supported by strong competitive positions, solid financial health, capable management teams, and/or attractive positioning in their industries. The Subadviser seeks to invest in these types of companies at attractive valuation levels, typically below their estimate of the long-term intrinsic value of the business.

Performance Summary Performance Details >

There is no data available yet for this new fund.

Growth of a Hypothetical $10,000 Investment

There is no data available yet for this new Fund.

Potential Risk & Return - Domestic Equity Funds

Performance data shown represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the past performance data shown. Investment returns and the value of an investment will fluctuate, and an investor's shares, when sold, may be worth more or less than their original cost. You can obtain performance data current to the most recent month-end (available within seven business days after the most recent month-end) by calling 800-422-1050 or visiting www.harborfunds.com.

The Harbor Funds performance shown assumes the reinvestment of dividend and capital gain distributions and is net of management fees and expenses. Returns for periods less than one year are not annualized.

From time to time, certain fees and/or expenses have been voluntarily or contractually waived or reimbursed, which has resulted in higher returns. Without these waivers or reimbursements, the returns would have been lower. Voluntary waivers or reimbursements may be applied or discontinued at any time without notice. Only the Board of Trustees may modify or terminate contractual fee waivers or expense reimbursements.

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Contractual expense limitation, excluding interest expense (if any), through February 28, 2019.

Ex-Date. The date on which a Fund's net asset value (NAV) will fall by an amount equal to the dividend and/or capital gain distribution plus or minus any change in the value of the Fund's holdings.

The Adviser has contractually agreed to limit the Fund's operating expenses, excluding interest expense (if any), to 0.88%, 1.13%, 1.25% and 0.80% for the Institutional Class, Administrative Class, Investor Class and Retirement Class, respectively, through February 28, 2019. Only the Fund's Board of Trustees may modify or terminate this agreement.

Based on estimated amounts for the current fiscal year.

About Expense Ratios: All mutual funds have expense ratios which represent what shareholders pay for operating expenses and management fees. Expense ratios are expressed as an annualized percentage of a fund's average net assets paid out in expenses. Net expense ratios reflect adjustments due to voluntary or contractual fee waivers or expense reimbursements. Expense ratio information is as of the Fund's current prospectus, as revised and supplemented from time to time.