Harbor Small Cap Value Instl
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
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Phone: 800-422-1050
| Category: | Small Blend | | Fund Family: | Harbor | | Net Assets: | 638.23M | | Year-to-Date Return: | 17.65% | | Yield: | 0.35% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-01 |
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Paul E. Viera
Lead Manager since
14-Dec-01 | | | Viera is the founder of Earnest Partners. Prior to joining EARNEST, he served as a global partner and portfolio manager with INVESCO Capital Management from 1991 to 1998. Previously, Viera was a vice president at Bankers Trust in both New York and London. He is a member of the Atlanta Society of Financial Analysts. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | NaN | | 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 normally invests at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small-cap companies. It invests primarily in equity securities, principally common and preferred stocks, of small-cap companies with market capitalizations that fall within the range of the Russell 2000 index. |
| Last Dividend
(19-Dec-08):
| 0.05 | | Last Cap Gain
(19-Dec-08):
| 0.04 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 95.63% |
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| Expense | HASCX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 278 | $614 | | 5 Yr Expense Projection*: |
$ 482 | $991 | | 10 Yr Expense Projection*: |
$ 1,073 | $1,998 |
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1.50% Nasdaq 
0.03 (0.19%) 
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