HISVX Mutual Fund

HISVX Mutual Fund (Harbor Small Cap Value Fund Investor Class) is managed by Harbor Funds with $30.7M in net assets. HISVX expense ratio is 1.22%, holding 58 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2002-11-01.

HISVX performance shows a YTD return of 18.22%. The 1-year return is 23.42% and the 5-year return is 7.31%. HISVX dividend yield stands at 0.22%, paid annually.

HISVX top holdings include Formfactor, Inc. (3.5%), Moog Inccommon Stock (3.0%), Flowserve Corp. (2.7%), Cheesecake Factory Inc/the (2.7%), Firstcash Inc (2.7%). Go to all HISVX holdings, HISVX sectors, or HISVX dividends.

HISVX can be compared against other funds. Use HISVX overlap to find shared positions, or HISVX vs another fund for a side-by-side view. HISVX alternatives are available via the screener, along with tax-loss harvesting opportunities.