About HSVRX
The Harbor Small Cap Value Fund Administrative Class is a mutual fund focused on achieving long-term total return by investing primarily in equity securities of small U.S. companies. The fund emphasizes value-oriented investments, targeting businesses considered undervalued within the small-cap segment, and typically holds a diversified portfolio comprised mainly of common and preferred stocks. The fund’s sector allocation is heavily weighted toward industrials, financials, and information technology, which positions it to benefit from the growth and innovation found among smaller U.S. enterprises. With over 97% of its portfolio in stocks and an average of 57 holdings, the fund seeks to provide investors access to the potential appreciation inherent to smaller companies that may be overlooked by larger market participants. Managed by Harbor Capital Advisors, Inc., and established in 2001, the Harbor Small Cap Value Fund Administrative Class serves investors seeking exposure to value-driven investment strategies in the small-cap space, thereby playing a specialized role among diversified equity mutual funds.
Fund Family Harbor Capital Advisors Inc
Category Small Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HSVRX
Share Class Administrative Class
Index Russell 2000 Value TR
HSVRX had a total return of 24.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.21%.
