Embark Small Cap Equity Fund Retirement Class
ESCQX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Price
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NAV
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Company Information
Provider
Harbor
Manager/Tenure
(Years)
(Years)
Jason Alonzo (1), Spenser P. Lerner (1), Justin Menne (1), 1 other
Website
Address
Harbor
Chicago IL - 60606
Chicago IL - 60606
Country
United States
Phone Number
800-422-1050
Investment Strategy
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small cap companies. “Equity securities” for this purpose include all types of equity securities, whether issued by U.S. or non-U.S. issuers, although the fund invests primarily in common stocks of U.S. issuers.