Harbor Small Cap Value Fund (HSVRX) Research
This fund primarily directs its investments towards equity securities, specifically common and preferred stocks, issued by companies with smaller market capitalizations. Under typical market conditions, a minimum of 80% of the portfolio's net assets, including any funds acquired through borrowing for investment purposes, will be allocated to small-cap securities. The investment adviser determines small-cap companies to be those whose market capitalizations fall within the range represented by the Russell 2000® Index. The management team anticipates maintaining a portfolio comprising roughly 55 to 70 distinct companies.
Market snapshot
- Symbol
- HSVRX
- Price
- $56.31
- Day change
- +1.77%
- Market cap
- $2.5B
- 52-week range
- 38.9-56.31
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Acorn International Fund (ACINX)
- AMG River Road Mid Cap Value Fund (CHTTX)
- Diamond Hill Long-Short Fund (DIAYX)
- Northern Mid Cap Index Fund (NOMIX)
- T. Rowe Price New Asia Fund (PRASX)
- T. Rowe Price Spectrum Conservative Allocation Fund (PRSIX)
- T. Rowe Price Retirement Balanced Fund (RRTIX)
- TCM Small Cap Growth Fund (TCMSX)
Open Harbor Small Cap Value Fund (HSVRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.