Page 380 - DCAC February 2024 Files

32.0
28.0
Risk (Standard Deviation %)
24.0
(5 YEARS*)
20.0
16.0
RISK VS. RETURN
12.0
15.0
20.0
-5.0
5.0
10.0
0.0
Return (%)
Years
10
Years
7
Years
5
Years
3
(10) Standard Return Deviation (11) 9.53 (16) 11.84 (8) 14.50 (34) -0.03 22.67 14.50 Harbor Sm Cap Growth   (65) 7.16 (73) 8.08 (74) 9.22 (61) -3.50 (30) 24.20 9.22 Russell 2000 Growth Index   23.35 10.49 Median 7.64 9.61 10.49 -2.27  2016 2017 2018 2019 2020 2021 (80) 6.22 (32) 24.60 (79) -10.74 (1) 42.33 (44) 38.39 (54)
PEER GROUP ANALYSIS - IM U.S. Small Cap Growth Equity (MF)
1 Year 22.20 18.66 16.54 2022 (37) (44) 3 Years Ending Dec-2023 (34) (61)
(10) (30) -25.53 -26.36 -27.54 -0.03 -3.50 -2.27
Year To Date 22.20 18.66 16.54
(19) (21)
Last Quarter 12.83 12.75 11.32 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
40.0 30.0 20.0 10.0 Return 0.0 -10.0 -20.0 Harbor Sm Cap Growth Russell 2000 Growth Index Median Harbor Sm Cap Growth Russell 2000 Growth Idx IM U.S. Small Cap Growth Equity (MF) Median Harbor Sm Cap Growth Russell 2000 Growth Idx IM U.S. Small Cap Growth Equity (MF) Median
Harbor Sm Cap Growth 12/31/23 FUND INFORMATION Harbor Funds Fund Family : 11/01/2000 Fund Inception : Team Managed Portfolio Manager : $781 Million Total Assets : 75% Turnover : Investment Strategy: Harbor Small Cap Growth has been managed by Westfield Capital Management Company, L.P. since late 2000. Westfield looks for stocks with market caps between $300 million and $1.5 billion, earnings-growth rates of at