Harbor Small Cap Fund Quote
| HISGX Fund | USD 9.85 0.16 1.60% |
PerformanceVery Weak
| Odds Of DistressLow
|
Harbor Small is trading at 9.85 as of the 19th of March 2025; that is 1.6 percent down since the beginning of the trading day. The fund's open price was 10.01. Harbor Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in equity securities, principally common and preferred stocks of small cap companies. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of small cap companies. More on Harbor Small Cap
Moving against Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Funds, Small Growth Funds, Small Growth, Harbor (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Harbor Small Cap [HISGX] is traded in USA and was established 19th of March 2025. Harbor Small is listed under Harbor category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Harbor family. This fund currently has accumulated 1.09 B in assets under management (AUM) with no minimum investment requirementsHarbor Small Cap is currently producing year-to-date (YTD) return of 2.81% with the current yeild of 0.0%, while the total return for the last 3 years was 4.04%.
Check Harbor Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harbor Small Cap Mutual Fund Constituents
| OMCL | Omnicell | Stock | Health Care | |
| R | Ryder System | Stock | Industrials | |
| SAIA | Saia Inc | Stock | Industrials | |
| CSGP | CoStar Group | Stock | Industrials | |
| BLD | Topbuild Corp | Stock | Consumer Discretionary | |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials | |
| OPCH | Option Care Health | Stock | Health Care | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary |
Harbor Small Cap Risk Profiles
| Mean Deviation | 1.19 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 | |||
| Risk Adjusted Performance | (0.17) |
Harbor Small Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Small financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Small security.
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