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Harbor Small Cap Value Instl (HASCX)

26.28 Down 0.14(0.53%) Sep 15
Prev Close:26.28
YTD Return*:3.98%
Net Assets*:630.82M
Yield*:0.16%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HASCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BRS3.18-1.83
HXL3.18-8.06
PL3.0938.55
CLB3.03-16.32
ENS2.85-7.93

Fund Basics

Morningstar Overall Rating:
Total Assets:630.82M
Category:Small Blend
Annual Report Expense Ratio (net):0.84%

Performance & Risk

YTD Return:3.98%
5y Avg Return:17.11%
Rank in Category (ytd):27
% Rank in Category (ytd):3.65%
Beta (3y):1.26
Morningstar Risk Rating:3

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. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. It normally expects to invest in approximately 55 to 70 companies with at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of small cap equity securities. View More
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