![]() Since the Fund may hold foreign securities, it may be subject to greater risks than funds invested only in the U.S. This means that you could lose money on your investment in the Fund or the Fund may not perform as well as other investment options.Īt times, a growth investing style may be out of favor with investors which could cause growth securities to underperform value or other equity securities. Stocks fluctuate in price and the value of your investment in the Fund may go down. There is no guarantee that the investment objective of the Fund will be achieved. ![]() These eligibility requirements, along with other defined terms, are more fully described in the Declaration of Trust. Participation in the Harbor Capital Appreciation CIT is limited to Eligible Trusts that are accepted by Harbor Trust Company, as the trustee, as Participating Trusts. Accordingly, information that would otherwise be needed if registration were required are not necessary. The Harbor CIT is not registered under the Investment Company Act and the Units are not registered under the Securities Act in each case in reliance on exemptions under these Acts for interests in a collective trust fund maintained by a bank for certain types of employee benefit trusts. government, and are subject to investment risks, including loss of principal. Investments in the Fund are NOT bank deposits, are NOT guaranteed by Harbor Trust Company or any of its agents, are NOT insured by the Federal Deposit Insurance Corporation (“FDIC”) or any other agency of the U.S. (“Harbor Capital”), an affiliate of Harbor Trust Company, serves as investment adviser and Jennison Associates LLC (the “Subadviser”) serves as subadviser with respect to the Fund, subject to Harbor Trust Company’s oversight. Harbor Trust Company serves as trustee and is responsible for maintaining and managing the Fund. (“Harbor Trust Company”) has established the Harbor Collective Investment Trust (the “Harbor CIT”) pursuant to a Declaration of Trust and the Harbor Capital Appreciation CIT (the “Fund”), a collective investment fund of the Harbor CIT, pursuant to a Fund Declaration. Fees and expenses apply to an investment in Harbor Funds and Harbor CITs and are described in each fund's current prospectus and each trust’s declaration of trust. Harbor Capital had combined net assets of approximately $48 billion as of December 31, 2019. Each Harbor strategy is managed by an institutional investment firm selected by Harbor Capital and approved by the respective Board of Trustees based on the firm's experience in a specific asset class. ![]() Harbor Capital serves as the investment adviser to the Harbor Funds family of no-load, open‐end mutual funds and Harbor Capital Appreciation CIT. The Trust will be managed by Jennison’s Large Cap Growth investment team. Jennison has been a Harbor subadviser since 1990 and its consistent, disciplined investment process will be applied to the new Harbor Capital Appreciation Trust. We are excited to continue to grow with Harbor and offer their clients a new vehicle for investing in large cap growth opportunities.” Jeff Becker, Jennison’s Chairman and CEO said: “Harbor has been a trusted partner of ours for over 30 years. ![]() We are providing Harbor clients and prospects more access to the institutional quality asset management that Jennison brings to the Capital Appreciation suite of offerings.” Harbor is committed to providing solutions tailored to meet our clients’ needs. “We know the marketplace continues to be competitive and is becoming more vehicle agnostic. “This expansion reflects Harbor’s commitment to delivering a diverse range of active, cost-aware strategies,” said Kristof Gleich, President at Harbor Capital Advisors. Today, we expand on our long-standing partnership with Jennison Associates LLC (“Jennison”), in launching the Harbor Capital Appreciation Trust. The Harbor Trust Company has been established to offer CITs across various Harbor strategies. (“Harbor Capital”), the investment adviser to Harbor’s actively managed investment solutions, is excited to announce the expansion of its vehicle offering with the launch of the firm’s first Collective Investment Trust (CIT). CHICAGO-( BUSINESS WIRE)-Harbor Capital Advisors, Inc.
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