HSVRX Mutual Fund

HSVRX Mutual Fund (Harbor Small Cap Value Fund Administrative Class) is managed by Harbor Funds with $14.7M in net assets. HSVRX expense ratio is 1.13%, holding 59 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2002-11-01.

HSVRX performance shows a YTD return of 28.42%. The 1-year return is 38.31% and the 5-year return is 9.25%. HSVRX dividend yield stands at 2.29%, paid annually.

HSVRX top holdings include Formfactor, Inc. (4.3%), Advanced Energy Industries Inc. (3.9%), Amkor Technology, Inc. (3.5%), Firstcash Inc (2.8%), Flowserve Corp. (2.7%). Go to all HSVRX holdings, HSVRX sectors, or HSVRX dividends.

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