Harbor Global Value Inv
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
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Phone: 800-422-1050
| Category: | World Stock | | Fund Family: | Harbor | | Net Assets: | 1.08M | | Year-to-Date Return: | -20.99% | | Yield: | 1.24% | | Morningstar Rating: | N/A | | Fund Inception Date: | 07-Aug-06 |
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John Goetz
Lead Manager since
07-Aug-06 | | | Goetz is the managing principal and co-chief investment officer (since 2005) and director of research (1996- 2005), for Pzena Investment Management. Prior to joining Pzena Investment Management in 1996, Goetz held a range of key positions at Amoco Corporation for over 14 years, most recently as the global business manager for Amocos $1 billion polypropylene business where he had bottom line responsibility for operations and development worldwide. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | 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 invests primarily in equity securities, principally common stocks of companies which is located throughout the world, and have market capitalizations in excess of $2 billion at the time of purchase. It normally invests in a minimum of five countries, one of which may be the U.S. Emerging market exposure is limited to 10% of the funds total assets, determined at the time of purchase. |
| Last Dividend
(19-Dec-07):
| 0.10 | | Last Cap Gain
(19-Dec-07):
| 0.02 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 61.53% |
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| Expense | HIGVX | Category
Avg | | Total Expense Ratio: | 1.38%
| 1.56% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$455 | $695 | | 5 Yr Expense Projection*: |
$793 | $1,090 | | 10 Yr Expense Projection*: |
$1,749 | $2,150 |
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1.49% Nasdaq 
0.27%
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