Harbor Small Cap Value’s atypical team and process are proven and consistent, making the strategy a great small-cap value option, though the fund is closed to new investors.
- NAV / 1-Day Return 35.46 / 0.94 %
- Total Assets 2.1 Bil
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Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Limited
- TTM Yield —
- Turnover 15%
Morningstar’s Analysis HISVX
Will HISVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 58
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 26.6