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Home > Financial Services > Mutual Funds > Harbor
Harbor
Harbor Capital Advisors, Inc. is the investment adviser and provides management services to Harbor Fund. The adviser establishes the investment strategies of individual funds and selects sub advisers to manage fund portfolios.
Harbor Small Cap Value Fund seeks long-term total return. The Fund distributes substantially all of its net income and net realized capital gains to shareholders each year. Normally, dividends and capital gains are paid in December. Distributions are reinvested automatically in additional shares unless you elect to receive your dividends in cash. For federal tax purposes, income and short-term capital gain distributions are taxed as ordinary income and long-term capital gain distributions are taxed as long-term capital gain which may be taxable at different rates depending on the length of time the Fund holds its assets. Your distributions are taxable whether you take them in cash or reinvest them. The Fund expects its distributions to be primarily from capital gain.
Harbor Mid Cap Value Fund may experience risk and return characteristics that reflect the dynamics of the companies in which the Fund is invested which include those exhibit attractive valuation characteristics, have experienced poor past performance but are showing signs of improvement. Harbor Mid Cap Value Fund may be suitable for investors seeking long-term return and for whom current income is a secondary consideration. The Fund's performance may be more volatile because it invests primarily in mid cap stocks.
Harbor Large Cap Value Fund is designed for investors seeking long-term growth of capital and for whom current income is a secondary consideration. The Fund distributes substantially all of its net income and net realized capital gains to shareholders each year. Normally, dividends are paid in June and December and capital gains are paid in December. For federal tax purposes, income and short-term capital gain distributions are taxed as ordinary income and long-term capital gain distributions are taxed as long-term capital gain which may be taxable at different rates depending on the length of time the Fund holds its assets.
Distributions are reinvested automatically in additional shares unless you elect to receive your dividends in cash. Your distributions are taxable whether you take them in cash or reinvest them.
Harbor Fund provides a variety of services, including periodic statements and reports, systematic investment and withdrawal plans, a dividend exchange plan, telephone transaction privileges and automatic exchange plan among Harbor Funds.
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