HISVX Mutual Fund

HISVX Mutual Fund (Harbor Small Cap Value Fund Investor Class) is managed by Harbor Funds with $215.8M in net assets. HISVX expense ratio is 1.22%, holding 59 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2002-11-01.

HISVX performance shows a YTD return of 28.38%. The 1-year return is 38.17% and the 5-year return is 9.14%. HISVX dividend yield stands at 2.47%, paid annually.

HISVX top holdings include Formfactor, Inc. (3.9%), Amkor Technology, Inc. (3.5%), Moog Inc.-class A (3.4%), Advanced Energy Industries, Inc. (3.1%), Enersys (2.8%). 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.