Ethan Meyers of Westfield Capital Management shares insights on value in small caps and the strategic approach of Harbor Small Cap Growth Fund for uncovering potential. Click here to read the article.

Harbor Small Cap Growth Fund (HASGX): Average Annual Returns as of 9/30/24

The Harbor Small Cap Growth Fund gross expense ratio is 0.88%

Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions. Past performance reflects the beneficial effect of any expense waivers or reimbursements, without which returns would have been lower. Investment returns and principal value will fluctuate and when redeemed may be worth more or less than their original cost. Returns for periods less than one year are not annualized. Current performance may be higher or lower and is available through the most recent month end at harborcapital.com or by calling 800-422-1050.

For the most current quarter or month end performance, please click HERE.

For an updated list of the Harbor Small Cap Growth Fund's holdings and weights, please access HASGX

Important Information

Investors should carefully consider the investment objectives, risks, charges, and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.

Risks

Investments involve risk including the possible loss of principal. There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Stocks of small cap companies pose special risks, including possible illiquidity and greater price volatility than stocks of larger, more established companies.

Benchmarks

The Russell 2000® Growth Index is an unmanaged index representing the smallest 2000 stocks with the highest price-to-book ratio and future earnings. This unmanaged index does not reflect fees and expenses and is not available for direct investment. The Russell 2000® Growth Index and Russell® are trademarks of Frank Russell Company

The S&P 500 Index is an unmanaged index generally representative of the U.S. market for large capitalization equities. This unmanaged index does not reflect fees and expenses and is not available for direct investment.

This information should not be considered as a recommendation to purchase or sell a particular security. The holdings mentioned may change at any time and may not represent current or future investments.

The views expressed herein are those of the named investment professionals at the time the comments were made and do not necessarily reflect the views of Harbor Capital. These views are subject to change at any time based upon market or other conditions, and the author/s disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.

As of 9/30/24, Ascendis Pharma, Comfort Systems, ITT, Meritage Homes, and M/I Homes comprised 14.2% of the Fund’s total holdings representing 4.2%, 3.3%, 2.6%, 2.1%, and 2.0% respectively. Fund holdings are subject to change.

Past rankings are no guarantee of future rankings. Morningstar rankings are based on a fund's average annual total return relative to all funds in the same Morningstar category. Fund performance used within the rankings, reflects certain fee waivers, without which, returns and Morningstar rankings would have been lower. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. Morningstar Rankings are for the fund’s respective category, as of 9/30/24. The Morningstar Rankings are based on total returns, with distributions reinvested and operating expenses deducted. Morningstar does not take into account sales charges. The Harbor Small Cap Growth Fund was ranked against Morningstar’s Small Growth category, in percentile ranks: 43 out of 571 investments in the category for the 1-year period, 24 out of 557 investments in the category for the 3-year period, 24 out of 540 investments in the category for the 5-yr period, 26 out of 512 investments in the category for the 10-year period.

©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Westfield Capital Management Company, L.P. is an independent subadvisor to the Harbor Small Cap Growth Fund.

Expense ratio information is as of the Fund's current prospectus, as supplemented. Gross expenses are the Fund's total annual operating expense.

Alpha refers to excess returns earned on an investment

Distributed by Harbor Funds Distributors, Inc.

3950255