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Harbor Family of Funds

Harbor Funds is a family of sixteen no-load mutual funds, each with different risk and potential return characteristics.

Fund Investment Goal Principal Investment Style Portfolio Manager(s) Share Class
Harbor Domestic Equity
Capital Appreciation Long-term growth of capital. Mid to large cap growth stocks with more volatility than the market. Spiros Segalas -Jennison Associates LLC INST INV ADMN
Mid Cap Growth Long-term growth of capital. Mid cap companies with significant capital appreciation potential. Michael T. Carmen, CFA -Wellington Management Company, LLP INST INV ADMN
Small Cap Growth Long-term growth of capital. Small cap growth stocks demonstrating consistent or accelerating earnings growth William Muggia - Westfield Capital Management Company LLC INST INV ADMN
Small Company Growth Long-term growth of capital. Small cap growth stocks demonstrating consistent or accelerating earnings growth Carl P. Wilk, CFP - NorthPointe Capital LLC INST INV ADMN
Large Cap Value Long-term total return. Large cap value stocks. Richard E. Helm, CFA - Cohen & Steers Capital Management, Inc. INST INV ADMN
Mid Cap Value Long-term total return. Mid cap value stocks of companies with inexpensive fundamentals and recent momentum, relative to their peers. Josef Lakonishok, Menno Vermeulen, Puneet Mansharamani, CFA - LSV Asset Management INST INV ADMN
SMID Value Long-term total return. Invests primarily in equity securities, principally common stocks of small and mid capitalization companies. Andrew Moloff, Greg Sawers, - Evercore Asset Management, LLC INST INV ADMN
Small Cap Value Long-term total return. Small cap value stocks. Paul E. Viera - EARNEST Partners LLC INST INV ADMN
Harbor International Equity
International Long-term total return, principally from growth of capital. International large cap value oriented stocks. Hakan Castegren - Northern Cross Investments Limited INST INV ADMN
International Growth Long-term growth of capital. Foreign companies selected for long-term growth potential. James G. Gendelman - Marsico Capital Management, LLC INST INV ADMN
Global Value Long-term growth of capital. Companies throughout the world exhibiting strong value characteristics A. Rama Krishma, CFA, John Goetz, Michael Peterson - Pzena Investment Management, LLC INST INV ADMN
Harbor Fixed Income
High-Yield Bond Total return. High-yield bonds. Mark Shenkman, Mark Flanagan and Frank Whitley - Shenkman Capital Management, Inc. INST INV ADMN
Bond Total return. Intermediate bonds with overall portfolio rated high quality. William Gross - Pacific Investment Management Company INST   ADMN
Real Return Real return. Inflation-indexed fixed income securities. Mihir Worah - Pacific Investment Management Company LLC INST   ADMN

Short Duration

Total return that is consistent with preservation of capital.

High quality short-term bonds. Ken O'Donnell - Fischer Francis Trees & Watts, Inc. INST   ADMN
Money Market

Current Income. The fund intends to maintain a stable share price of $ 1.

Very short-term high quality money market instruments.

Ken O'Donnell - Fischer Francis Trees & Watts, Inc. INST   ADMN


Potential Risk and Return Characteristics of Harbor Funds


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