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Harbor Small Cap Value Instl (HASCX) Fund Ranking and Research

Ranking, Research and Recommendation of Harbor Small Cap Value Instl (HASCX) Fund

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Graph of Harbor Small Cap Value Instl Fund (HASCX) ManagerFund Manager - Paul E. Viera

Fund Manager Information

Fund Manager Tenure: 17.5 years
Fund Family: Harbor
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Harbor Small Cap Value Instl Fund (HASCX) ProfileHarbor Small Cap Value Instl Fund (HASCX) Profile

Fund Profile and Description

Harbor Small Cap Value Instl Fund seeks long-term total return. Harbor Small Cap Value Instl Fund normally invests at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small-cap companies. It invests primarily in equity securities, principally common and preferred stocks, of small-cap companies with market capitalizations that fall within the range of the Russell 2000 Index.

 

Harbor Small Cap Value Instl (HASCX) Fund Strength What we like about Harbor Small Cap Value Instl (HASCX) Fund

Data for Harbor Small Cap Value Instl Fund (HASCX) as of May 30, 2016

  • Harbor Small Cap Value Instl Fund (HASCX) management has been with Harbor Small Cap Value Instl Fund for 17.5 years
  • Harbor Small Cap Value Instl Fund (HASCX) has good short-term performance (1-year return -1.25% vs -5.18% Small Blend category median performance)
  • Harbor Small Cap Value Instl Fund (HASCX) has good mid-term performance (3-year return 8.44% vs 6.96% Small Blend category median performance)
  • Harbor Small Cap Value Instl Fund (HASCX) has good Long-term performance (5-year return 9.46% vs 7.84% Small Blend category median performance)
  • Harbor Small Cap Value Instl Fund (HASCX) ratio of up-years vs down years is greater than 2
  • Harbor Small Cap Value Instl Fund (HASCX) has a Morningstar rating of 4 and above
  • Asset base in Harbor Small Cap Value Instl Fund (HASCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Harbor Small Cap Value Instl Fund (HASCX) has an annual stock turnover rate of 17.00% vs Small Blend average of 52.13%. It is good that Harbor Small Cap Value Instl management does not trade extensively for its return.
  • Harbor Small Cap Value Instl Fund (HASCX) has a lower expense ratio than its Small Blend average: 0.85% vs 1.22%
  • Harbor Small Cap Value Instl Fund (HASCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Harbor Small Cap Value Instl Fund (HASCX) Weakness What we are cautious about Harbor Small Cap Value Instl (HASCX) Fund

Data for Harbor Small Cap Value Instl Fund (HASCX) as of May 30, 2016

  • Harbor Small Cap Value Instl Fund (HASCX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.68 that is higher than category average of 14.58
See Harbor Small Cap Value Instl Fund (HASCX) performance details as of May 30, 2016

 

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Compare Harbor Small Cap Value Instl Fund (HASCX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Harbor Small Cap Value Instl5.42-1.258.449.46
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Harbor Small Cap Value Instl Fund (HASCX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Harbor Small Cap Value Instl Fund (HASCX) Net Asset TrackingHarbor Small Cap Value Instl (HASCX) Fund Net Asset

Track net asset change of Harbor Small Cap Value Instl fund (HASCX)

DateNet Asset
05/2016$858.08M
03/2016$843.16M
02/2016$774.09M
More historic net asset information on Harbor Small Cap Value Instl Fund (HASCX)

  

Graph of Harbor Small Cap Value Instl Fund (HASCX) Portfolio TrackingHarbor Small Cap Value Instl (HASCX) Fund Portfolio Allocation

Track portfolio allocation change of Harbor Small Cap Value Instl fund (HASCX)

DateCashStockBondOther
03/20162.59%97.41%0%0%
12/20152.93%97.07%0%0%
09/20153.62%96.38%0%0%
Click here to see more historic asset allocation information on Harbor Small Cap Value Instl Fund (HASCX)

 

graph of Harbor Small Cap Value Instl Fund (HASCX) Top 10 Position TrackingTop 10 Holdings in Harbor Small Cap Value Instl (HASCX) Fund

Discover what Harbor Small Cap Value Instl Fund (HASCX) manager is buying

Mar 30, 2016
Valspar Corporation (The) Commo [3.56%]
Cantel Medical Corp. Common Sto [3.45%]
Hexcel Corporation Common Stock [3.32%]
Global Payments Inc. Common Sto [3.3%]
Snap-On Incorporated Common Sto [3.13%]
WGL Holdings IncCommon Stock [2.68%]
Molina Healthcare Inc Common St [2.58%]
Monolithic Power Systems, Inc. [2.47%]
Mednax, Inc. Common Stock [2.43%]
Littelfuse, Inc. [2.39%]

Dec 30, 2015
Hexcel Corporation Common Stock [3.63%]
Snap-On Incorporated Common Sto [3.52%]
Cantel Medical Corp. Common Sto [3.46%]
Global Payments Inc. Common Sto [3.35%]
Valspar Corporation (The) Commo [2.84%]
Mednax, Inc. Common Stock [2.77%]
OSI Systems, Inc. [2.7%]
Monolithic Power Systems, Inc. [2.54%]
Molina Healthcare Inc Common St [2.47%]
WGL Holdings IncCommon Stock [2.4%]

Sep 29, 2015
Hexcel Corporation Common Stock [3.66%]
Cantel Medical Corp. Common Sto [3.3%]
Snap-On Incorporated Common Sto [3.23%]
Global Payments Inc. Common Sto [3.11%]
Mednax, Inc. Common Stock [3.1%]
Molina Healthcare Inc Common St [2.95%]
Valspar Corporation (The) Commo [2.57%]
OSI Systems, Inc. [2.45%]
Entegris, Inc. [2.42%]
Reinsurance Group of America, I [2.36%]
Click here for Stock Holding Change Map in Harbor Small Cap Value Instl Fund (HASCX)

  

Latest News on Harbor Small Cap Value Instl (HASCX) Fund

See what is happening with Harbor Small Cap Value Instl Fund (HASCX)

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Harbor Small Cap Value Instl Fund (HASCX) Related ResourcesSee more information on Harbor Small Cap Value Instl (HASCX) Fund

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