Harbor Small Cap Value Fund Institutional Class (HASCX) Research
This fund primarily concentrates its investments in equity holdings, specifically common and preferred shares, issued by companies with smaller market capitalizations. Under typical market conditions, a substantial portion—at least 80% of its net assets, supplemented by any borrowed capital for investment—is committed to securities from these small-cap enterprises. The advisor defines small-capitalization companies as those whose market value falls within the spectrum of the Russell 2000® Index. The portfolio is anticipated to hold shares in approximately 55 to 70 distinct businesses.
Market snapshot
- Symbol
- HASCX
- Price
- $56.55
- Day change
- +1.78%
- Market cap
- $2.5B
- 52-week range
- 39.21-56.55
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- iShares MSCI Total International Index Fund - Class A (BDOAX)
- iShares Russell Mid-Cap Index Inv A (BRMAX)
- iShares Russell Mid-Cap Index K (BRMKX)
- Diamond Hill Long-Short Fund (DIAMX)
- Madison Mid Cap Fund Class Y (GTSGX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
- Columbia Dividend Opportunity Fund Class A (INUTX)
- Madison Mid Cap Fund Class A (MERAX)
Open Harbor Small Cap Value Fund Institutional Class (HASCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.