Investing at the corner of Conviction St. and Patience Ave.

| Prospectus | Quarterly Report

Why Invest in the Harbor Strategic Growth Fund?

  • A focus on capital preservation as much as capital appreciation. See more
  • Quality over quantity reflected in a focused universe and portfolio See more
  • A conviction to be different but patient. See more

“Investors hold a powerful and durable competitive advantage if they can minimize internal and external pressures while, at the same time, exploit the manic-depressive nature of the market.”Brian Massey, Co-founder, Portfolio Manager, Mar Vista Investment Partners, LLC

Current Price

As of 6/21/2021

Price (NAV)$30.60
Daily Change ($)$0.37
Daily Change (%)1.22%
YTD Return11.76%

Morningstar Analyst Rating™

As of 6/17/2020

The Morningstar Analyst Rating™ is based on the covering Morningstar Analyst's conviction in the fund's ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term. Harbor offers several funds with Gold, Silver, or Bronze ratings.
Source: Morningstar

Fund Facts

Inception Date11/1/2011
Net Expense Ratio0.71%
Gross Expense Ratio0.80%
Total Net Assets (million)
(As of 5/31/2021)
Fund Number2040
Share ClassInstitutional

Top Ten Holdings

Alphabet Inc. Class C [GOOG]4.7%
Berkshire Hathaway Inc. Class B [BRK.B]4.7%
Apple Inc. [AAPL]4.6%
First Republic Bank [FRC]4.4%
Microchip Technology Inc. [MCHP]4.3%
Intuit Inc. [INTU]4.3% Inc. [AMZN]4.3%
Markel Corp. [MKL]3.5%
Honeywell International Inc. [HON]3.4%
Microsoft Corp. [MSFT]3.4%
% of Total Holdings:41.6%

As of 3/31/2021

Additional Information about Harbor Funds