HISVX Mutual Fund
HISVX Mutual Fund
Harbor Small Cap Value Fund Investor Class

HISVX Mutual Fund Overview
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, Financials, Information Technology. Inception date: 2002-11-01.
HISVX performance shows a YTD return of 27.13%. The 1-year return is 46.26% and the 5-year return is 10.20%. HISVX dividend yield stands at 2.35%, paid annually.
HISVX top holdings include Flowserve Corp. (3.2%), Moog Inc Class A (3.0%), Formfactor, Inc. (2.9%), Advanced Energy Industries Inc. (2.9%), Amkor Technology, Inc. (2.8%). View all HISVX holdings, sector breakdown, or dividend history.
HISVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HISVX alternatives are available via the screener, along with tax-loss harvesting opportunities.