Harbor Large Cap Value Instl

The investment seeks long-term total return.
Under normal market conditions, the fund expects to invest in approximately 35-45 companies with at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of large cap equity securities. The Subadviser focuses on those companies that it believes have higher quality businesses that are undervalued by the market relative to what the Subadviser believes to be their fair value. It may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Key stats

Management firm  Harbor
Domicile  United States
Fund Administrator  Harbor Capital Advisors Inc
Global Branding Name  Harbor
12 month yield  1.11%
Fund currency  USD
Launch Date  1987-12-29
ISIN  US4115116034
SEDOL  B0C9TX0
Manager 1 Name  Howard Gleicher
Fund Strategy  Large Blend
Benchmark  Russell 1000 Value TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-07-31
Return - 1 Month  -2.28%
Return - 2 Months  0.64 %
Return - 3 Months  3.04%
Return - 6 Months  9.90 %
Return - 9 months  11.99 %
Return - 12 Months  17.63%
Annualized return 24 months  24.38 %
Annualized return 36 months  17.82 %
Annualized return 48 months  17.24 %
Annualized return 60 months  15.40 %
Return 120 months  7.63 %
Annualized return since Inception  9.91%
Return YTD  6.59%

Ratings

Morning Star Rating Date   2014-07-31
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $50,000
Maximum Managment Charge  0.60 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Harbor
Contact Address 2  111 S. Wacker Drive, 34th Floor
Contact city  Chicago
Contact country  United States
Fund Admin Group  Harbor
Web Address  www.harborfunds.com
Custodian  State Street Bank & Trust Co
Phone  800-422-1050

Price

Last Price Date  2014-08-21
Pre-tax nav  12.29
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.05
Price change (percentage)  0.41 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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