Harbor Small Cap Growth Opportunities Fund Administrative Class (HRSOX)

Fund Facts
Price (NAV) (04/17/2014) $10.39
Daily $ Change $0.08 
Daily % Change 0.78% 
YTD Return (04/17/2014) 3.90%
Average Annual Total Returns Since Inception (As of 03/31/2014) 7.00%
Inception Date 02/01/2014
Net Expense Ratio 1.15%
Gross Expense Ratio 1.80%
Portfolio Manager
Elk Creek Partners, LLC
Cam Philpott, CFA
Lance Marx, CFA
David Hand, CFA
Hiren Patel, Ph.D.
Sean McGinnis, CFA
Total Net Assets (03/31/2014) $0.592 million
Ticker HRSOX
Fund Number 2237
CUSIP 411512650
WSJ Symbol
Overview
Managed by Elk Creek Partners, LLC, the Harbor Small Cap Growth Opportunities Fund invests primarily in equity securities, principally common and preferred stocks, of small cap companies. We define small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Growth Index (up to $2.5 billion).

The investment strategy focuses on identifying rapidly growing small cap companies that are in an early or transitional stage of their development, before their full potential is discovered by the market. The Subadviser utilizes bottom-up, fundamental research involving both quantitative and qualitative aspects to identify companies for investment.

Performance Summary Performance Details >

As of Quarter Ended 03/31/2014
YTD1 Year5 Year10 YearSince Inception
N/AN/AN/AN/A7.00%

Growth of a Hypothetical $10,000 Investment

Source: Morningstar, Inc.

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 waived, which has resulted in higher returns. Without these waivers, the returns would have been lower. Voluntary waivers may be applied or discontinued at any time without notice.

The Russell 2000® Growth Index is an unmanaged index representing the smallest 2000 stocks with the highest price-to-book ratio and future earnings. This unmanaged index does not reflect fees and expenses and is not available for direct investment. The Russell 2000® Growth Index and Russell® are trademarks of Russell Investments.


Contractual expense limitation until February 28, 2015.

Other Expenses are based on estimated amounts for the current fiscal year.

The Adviser has contractually agreed to limit the Fund's operating expenses to 0.90%, 1.15% and 1.27% for the Institutional Class, Administrative Class and Investor Class, respectively, through February 28, 2015. Only the Board of Trustees may modify or terminate this agreement.

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.