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Harbor Small Cap Value Investor (HISVX)

32.03
-0.78
(-2.38%)
At close: 8:03:59 PM EDT
Loading Chart for HISVX
  • Previous Close 32.81
  • YTD Return -10.06%
  • Expense Ratio 1.23%
  • Category Small Blend
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.17B
  • Beta (5Y Monthly) 1.10
  • Yield 0.30%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.11
  • Inception Date Nov 1, 2002

The fund invests primarily in equity securities, principally common and preferred stocks, of small cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. The advisor expects to invest in approximately 55 to 70 companies.

Harbor

Fund Family

Small Blend

Fund Category

2.17B

Net Assets

2002-11-01

Inception Date

Performance Overview: HISVX

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Trailing returns as of 4/8/2025. Category is Small Blend.

YTD Return

HISVX
10.06%
Category
20.19%
 

1-Year Return

HISVX
4.58%
Category
60.18%
 

3-Year Return

HISVX
1.52%
Category
11.32%
 

5-Year Return

HISVX
13.64%
Category
13.88%
 

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Holdings: HISVX

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Sector Weightings

SectorHISVX
Industrials   26.55%
Technology   17.67%
Energy   6.70%
Real Estate   4.47%
Healthcare   3.91%
Utilities   1.61%

Recent News: HISVX

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Research Reports: HISVX

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