Harbor Large Cap Value Inv
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
Map
Phone: 800-422-1050
| Category: | Large Value | | Fund Family: | Harbor | | Net Assets: | 27.02M | | Year-to-Date Return: | 14.78% | | Yield: | 1.05% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-02 |
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Richard E. Helm
Lead Manager since
19-Jun-07 | | | Helm, senior vice president, is the senior portfolio manager for Cohen & Steers? large cap value strategy, and has 23 years of investment experience. Prior to joining the firm in 2005, Mr. Helm was senior portfolio manager at WM Advisors for?more than four years, where he ran the WM Equity Income Fund. He has been featured in Barron?s, and was twice listed as one of the magazine?s top 100 fund managers in 2004 and 2005. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks Long-term total return. The fund invests primarily in equity securities, principally common and preferred stocks, of companies with market capitalizations that fall within the range of the Russell 1000 Value index. It normally intends to invest substantially all, but must invest at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of large-cap equity securities. |
| Last Dividend
(29-Jun-09):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 10.66 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | HILVX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.06% Nasdaq 
0.90%
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