Harbor Funds definition
Examples of Harbor Funds in a sentence
You are not permitted to consult with any other subadviser to Harbor Funds with respect to transactions by the Fund in securities or other assets.
You are not permitted to consult with any other subadviser to Harbor Funds II with respect to transactions by the Fund in securities or other financial instruments.
You are prohibited from consulting with any other subadviser to Harbor Funds or the subadviser to any other investment company (or separate series of an investment company) managed by the Adviser concerning Harbor Funds’ transactions in securities or other assets, except for the purpose of complying with the conditions of Rule 12d3-1 (a) and (b) under the Investment Company Act.
Use the Harbor ▇▇▇▇ ▇▇▇ Conversion form to authorize a conversion from a Harbor Funds Traditional IRA into a new or existing Harbor Funds ▇▇▇▇ ▇▇▇.
If you revoke your Harbor Funds IRA within the seven-day period, you are entitled to a return of the entire amount you originally contributed into your Harbor Funds IRA, without adjustment for such items as sales charges, administrative expenses or fluctuations in market value.
You may use the Harbor IRA Account Application to establish only one Traditional IRA or one ▇▇▇▇ ▇▇▇; separate Harbor IRA Account Applications must be completed to establish multiple IRAs. Use the Harbor Account Transfer form to transfer assets from an existing IRA with another custodian, or to authorize a direct rollover from an employer’s qualified retirement plan, a 403(b) annuity or custody account, or a governmental employer’s eligible 457 plan to a Harbor Funds IRA.
Use the Harbor Recharacterization of IRA Contribution form to recharacterize all or part of a contribution that you made to a Harbor Funds ▇▇▇▇ ▇▇▇.
Please read the following information together with the IRA Custodial Agreement and the Harbor Funds Prospectus for the fund(s) you select for your IRA investments.
If you have not already established a Harbor Funds ▇▇▇▇ ▇▇▇, you must also complete the Harbor IRA Account Application.
Harbor Funds does not offer SIMPLE IRAs. With a Traditional IRA, you may contribute up to the maximum contribution limit for the year and you may be able to deduct the contribution from taxable income, thereby reducing your current income taxes.