Harbor Small Company Growth Instl
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
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Phone: 800-422-1050
| Category: | Small Growth | | Fund Family: | Harbor | | Net Assets: | 10.57M | | Year-to-Date Return: | -28.56% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Feb-06 |
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Carl P. Wilk
Lead Manager since
01-Feb-06 | | | Wilk joined Gartmore Mutual Fund Capital Trust in April 2002. Prior to April 2002, he was senior portfolio manager and partner of Munder Capital Management. Wilk also managed Munders small company focus style for institutional and wrap accounts. He holds the Certified Financial Planner designation. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests substantially all, but must invest at least 80%, of net assets, plus borrowings for investment purposes, in a diversified portfolio of small-cap equity securities. It invests primarily in equity securities, principally common stocks, of small-cap companies with market capitalizations that fall within the range of the Russell 2000 index. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.62 | | Annual Holdings Turnover
| 92.00% | | Average for Category:
| 115.22% |
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| Expense | HGSCX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$467 | $682 | | 5 Yr Expense Projection*: |
$859 | $1,079 | | 10 Yr Expense Projection*: |
$1,958 | $2,146 |
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11.08% Nasdaq 0.00%
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