HNSGX – Harbor Small Cap Growth Retirement Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Growth Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HISGX	Harbor Small Cap Growth Fund Investor Class	No Load	Limited			Nov 1, 2002	$11.32M	1.220%	Above Average	$2,500	−$652,096.27
HASGX	Harbor Small Cap Growth Fund Institutional Class	Institutional	Limited			Nov 1, 2000	$1.06B	0.880%	Below Average	$50,000	−$101.25M
HNSGX	Harbor Small Cap Growth Fund Retirement Class	Retirement, Large	Limited			Mar 1, 2016	$1.52B	0.800%	Below Average	$1M	$419.22M

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