HISVX : Harbor Small Cap Value Fund Investor Class

HISVX is a US Stocks Market Small Blend with HIGH fees.

HISVX

Harbor Small Cap Value Fund Investor Class

FI Score

48 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

48% FI Score
  • hisvx
  • Mutual Fund
  • US Stocks
  • Small Blend

Harbor Small Cap Value Fund Investor Class

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term total return. 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 adviser expects to invest in approximately 55 to 70 companies.

Largest Holdings

Amount Holding
4.45% Teledyne Technologies Inc
3.69% Catalent Inc
3.56% Emergent BioSolutions Inc
3.44% Monolithic Power Systems Inc
3.33% Cabot Microelectronics Corp
3.25% Entegris Inc
3.08% FirstCash Inc
2.96% Casella Waste Systems Inc Class A
2.85% Mantech International Corp Class A
2.81% Sanmina Corp
2.66% Franklin Electric Co Inc
2.58% The Scotts Miracle Gro Co A
2.55% Darling Ingredients Inc
2.50% FormFactor Inc
2.33% Molina Healthcare Inc
2.23% Hexcel Corp
2.12% Corporate Office Properties Trust
2.01% Horace Mann Educators Corp
1.97% GATX Corp
1.94% Stag Industrial Inc
1.92% Littelfuse Inc
1.91% Stifel Financial Corp
1.85% EnerSys
1.83% Steelcase Inc Class A
1.83% Albany International Corp

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