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Fund Intelligence | Best Managers | HISMX Insights | HISMX Score | HISMX Performance | HISMX Manager | HISMX News | HISMX Allocation | HISMX Holdings Change

Mutual Fund Insights: Harbor Small Company Value Inv Fund (HISMX)

In-depth Analysis of Harbor Small Company Value Inv Fund (HISMX)

Mutual fund chart: Harbor Small Company Value Inv Fund (HISMX)

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See Harbor Small Company Value Inv Fund (HISMX) performance details as of February 28, 2010

  

    Last Trade: $7.71 on 3/19/2010, Change: -0.05 (-0.64%)
Experiment our closing price forecasting tool for Harbor Small Company Value Inv Fund (HISMX) (alpha release)

  

Fund Manager - Andrew Moloff

Fund Manager Tenure: 2.9 years
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Andrew is the Chief Investment Officer, Portfolio Manager and Co-Founder, Evercore Asset Management (since 2005).  Get more insights on Andrew Moloff

  

What we like about Harbor Small Company Value Inv Fund (HISMX) What we like about Harbor Small Company Value Inv Fund (HISMX)

Data for Harbor Small Company Value Inv Fund (HISMX) as of February 28, 2010

  • Harbor Small Company Value Inv Fund (HISMX) has an annual stock turnover rate of 47.00% vs Small Value average of 84.10%. It is good that Harbor Small Company Value Inv management does not trade extensively for its return.
  • Harbor Small Company Value Inv Fund (HISMX) has a lower management fee than its Small Value average: 1.32% vs 1.50%

  

What we are cautious about Harbor Small Company Value Inv Fund (HISMX) What we are cautious about Harbor Small Company Value Inv Fund (HISMX)

Data for Harbor Small Company Value Inv Fund (HISMX) as of February 28, 2010

  • Harbor Small Company Value Inv Fund (HISMX) management has been with Harbor Small Company Value Inv Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Harbor Small Company Value Inv Fund (HISMX) has a less-than-ideal short-term performance (1-year return 164.47% vs 72.24 % Small Value category average)
  • Harbor Small Company Value Inv Fund (HISMX) ratio of up-years vs down years can be improved
  • Harbor Small Company Value Inv Fund (HISMX) is less safe compared to its Small Value peers
  • Even though Harbor Small Company Value Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Harbor Small Company Value Inv Fund (HISMX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Value category?

Below are some additional Small Value mutual funds generated out of our database

  

Harbor Small Company Value Inv Fund (HISMX) Net Asset

Track net asset change of Harbor Small Company Value Inv fund (HISMX)

DateNet Asset
02/2010$20.60M
01/2010$1.93M
11/2009$2.01M
More historic net asset information on Harbor Small Company Value Inv Fund (HISMX)

  

Harbor Small Company Value Inv Fund (HISMX) Portfolio Allocation

Track portfolio allocation change of Harbor Small Company Value Inv fund (HISMX)

DateCashStockBondOther
09/20096.22%93.78%0%0%
06/20098.5%91.5%0%0%
03/20093.71%96.29%0%0%
Click here to see more historic asset allocation information on Harbor Small Company Value Inv Fund (HISMX)

  

Most Recent Top 10 Holdings in Harbor Small Company Value Inv Fund (HISMX)

Discover what Harbor Small Company Value Inv Fund (HISMX) manager is buying

30-Sep-09
ASSURED GUARANTY LTD [4.82%]
MARINEMAX INC [4.44%]
XL CAPITAL LTD [3.8%]
AMER AXLE&MFG HLDS [2.94%]
Gulf Island Fabrication, Inc. [2.92%]
JARDEN CP [2.89%]
SMITHFIELD FOODS [2.89%]
JAKKS Pacific, Inc. [2.73%]
DELUXE CP [2.66%]
BLACK DECKER CP [2.54%]

30-Jun-09
DOLLAR THRIFTY AUTO [10.64%]
ASSURED GUARANTY LTD [5.09%]
XL CAPITAL LTD [4.96%]
SMITHFIELD FOODS [3.58%]
BOWNE AND CO [3.28%]
JARDEN CP [3.05%]
C S S IND [3.02%]
MARINEMAX INC [2.85%]
AMER AXLE&MFG HLDS [2.85%]
JAKKS Pacific, Inc. [2.72%]

31-Mar-09
XL CAPITAL LTD [5.53%]
Adaptec, Inc. [4.4%]
M B I A INC [4.1%]
ASSURED GUARANTY LTD [4.03%]
SMITHFIELD FOODS [3.83%]
JARDEN CP [3.77%]
C S S IND [3.38%]
COOPER COS INC [3.12%]
AUTOLIV INC [2.99%]
OLD REPUBLIC INTL CP [2.98%]
Click here for Stock Holding Change Map in Harbor Small Company Value Inv Fund (HISMX)

  

Related books and products to Harbor Small Company Value Inv Fund (HISMX)

  

Latest News on Harbor Small Company Value Inv (HISMX)

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