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HILVX Harbor Large Cap Value Inv

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Fund HILVX Harbor Large Cap Value Inv
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Similarity
?
100%
Annual Fees
?
$111.01
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,728.14
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 11.77%
3 YR 10.17%
5 YR 15.57%
10 YR 6.34%
Description
The investment seeks long-term total return. Under normal market conditions, the Subadviser expects to invest in approximately 35-45 companies with at least 80% of its net assets, plus borrowings for investment purposes, in a 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.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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