MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Harbor Small Cap Value Opportunities Fund to liquidate

TheShadowTheShadow
in Fund Discussions
https://www.sec.gov/Archives/edgar/data/793769/000119312519290896/d815234d497.htm

497 1 d815234d497.htm HARBOR SMALL CAP VALUE OPPORTUNITIES FUND - SUPPLEMENT TO PROSPECTUS

Harbor Domestic Equity Funds

Supplement to Prospectus dated March 1, 2019

Harbor Small Cap Value Opportunities Fund

The Board of Trustees of Harbor Funds (the “Trust”) has determined to liquidate and dissolve the Harbor Small Cap Value Opportunities Fund (the “Fund”). The liquidation of the Fund is expected to occur on December 20, 2019 (the “Liquidation Date”). The liquidation proceeds will be distributed to any remaining shareholders of the Fund on the Liquidation Date.

Shareholders may exchange shares of the Fund for another Harbor fund, or redeem shares out of the Fund, in accordance with the Trust’s exchange and redemption policies as set forth in the Fund’s prospectus, until the Liquidation Date.

In order to ready the Fund for liquidation, the Fund’s portfolio of investments will be transitioned prior to the planned Liquidation Date to one that consists of all or substantially all cash and cash equivalents. As a result, shareholders should no longer expect that the Fund will seek to achieve its investment objective.

Because the Fund will be liquidating, the Fund is now closed to new investors. The Fund will no longer accept additional investments from existing shareholders beginning on December 2, 2019.

November 13, 2019

Comments

  • David_Snowball
    Four stars. $1.7 billion. Short notice.

    Uh huh.
  • Ace
    David, Harbor has a Small Cap Value fund with $1.7B, and a Small Cap Value Opportunities fund with $32M. It is the Small Cap Value Opportunities fund that is closing.
  • David_Snowball
    Yep. I grabbed the wrong ticker from the SEC filing.

    Thanks!
Sign In or Register to comment.