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Harbor Small Cap Value Fund Institutional Class (HASCX)

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44.73 -0.67    -1.48%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.71B
Harbor Small Cap Value Instl 44.73 -0.67 -1.48%

Harbor Small Cap Value Fund Institutional Class Overview

 
Find basic information about the Harbor Small Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add HASCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4115118436)
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Rating
1-Year Change19.41%
Prev. Close45.4
Risk Rating
TTM Yield0.60%
ROE11.08%
IssuerN/A
Turnover13%
ROA3.92%
Inception Date37239
Total Assets1.71B
Expenses0.88%
Min. Investment50,000
Market Cap4.41B
CategorySmall Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1088 965 1279 1134 1553 2348
Fund Return 8.84% -3.49% 27.88% 4.29% 9.21% 8.91%
Place in category 308 472 434 116 251 74
% in Category 51 79 77 23 53 19

Top Equity Funds by Harbor

  Name Rating Total Assets YTD% 3Y% 10Y%
  Harbor Capital Appreciation Instl 17.95B 22.33 4.20 15.33
  Harbor Capital Appreciation Retirem 10.61B 22.42 4.28 -
  Harbor International Institutional 2.61B 6.87 2.00 4.18
  Harbor Small Cap Growth Instl 1.18B 9.45 -0.31 10.14
  Harbor Capital Appreciation Inv 1.03B 21.96 3.83 14.90

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 56.48B 11.56 2.46 9.08
  Fidelity Small Cap Index Instl Pre 26.87B 9.65 0.09 8.08
  Vanguard Small Cap Index I 23.18B 11.56 2.47 9.09
  DFA US Small Cap I 17.55B 9.31 4.54 8.85
  Vanguard Small Cap Index InstlPlus 11.41B 11.58 2.48 9.10

Top Holdings

Name ISIN Weight % Last Change %
  Houlihan Lokey Inc US4415931009 3.62 184.08 -0.88%
  Parsons US70202L1026 3.46 100.28 -10.47%
  SPX Corp US78473E1038 2.78 163.41 -2.48%
  Casella US1474481041 2.73 107.02 -2.60%
  Reinsurance of America US7593516047 2.62 229.51 -0.37%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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