Nasdaq - Delayed Quote USD

Harbor Small Cap Value Opportunities Fund Investor Class (HSIVX)

8.98 0.00 (0.00%)
As of December 31 at 8:00 PM EST. Market Open.

Fund Summary

The fund invests primarily in equity securities, principally common 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 manager defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. The fund may invest up to 10% of its total assets in the securities of foreign issuers.

Harbor Small Cap Value Opportunities Fund Investor Class

Harbor Funds
111 South Wacker Drive,34th Floor
800-422-1050

Fund Overview

Category Small Value
Fund Family Harbor
Net Assets 32.25M
YTD Return 14.36%
Yield 0.18%
Morningstar Rating --
Inception Date Aug 01, 2017

Fund Operations

Last Dividend 0.01
Last Cap Gain 0.00
Holdings Turnover 73.00%
Average for Category --

Fees & Expenses

Expense HSIVX Category Average
Annual Report Expense Ratio (net) 1.26% 1.16%
Prospectus Net Expense Ratio 1.26% --
Prospectus Gross Expense Ratio 1.42% --
Max 12b1 Fee 0.25% --
Max Front End Sales Load -- 5.35%
Max Deferred Sales Load -- 1.15%
3 Yr Expense Projection 434 --
5 Yr Expense Projection 761 --
10 Yr Expense Projection 1,688 --

Management Information

Samir Sikka, Lead Manager since August 01, 2017
Mr. Samir Sikka founded Sapience in 2016 and is the CEO and Chief Investment Officer. Prior to founding Sapience Investments in 2016, Mr. Sikka served as a Managing Director and Lead Portfolio Manager for the Pelican Value Equity team at Wells Capital Management. Mr. Sikka’s prior investment-related experience includes serving as Senior Vice President with Trust Company of the West, as Associate Director with UBS Investment Bank and as Senior Associate with Ernst & Young, LLP. Mr. Sikka has been working in the investment industry since 1997. He earned a Bachelor of Science in Business Administration from California State University, Northridge, where he graduated Magna Cum Laude, and his MBA from Harvard Business School. Mr. Sikka is a member of both Beta Gamma Sigma and Phi Kappa Phi Honor Societies.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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