Harbor Small Cap Value Fund
HNVRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 111 South Wacker Drive Chicago IL United States of America 60606
- IPO Date
- Mar 1, 2016
- CIK
- 0000793769
- Website
- harborcapital.com
- Similar Companies
- Business
- Harbor Small Cap Value Fund is a U.S. mutual fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization U.S. equities that are considered undervalued based on fundamental analysis. The fund is offered under the ticker HNVRX and is designed for investors seeking exposure to actively managed small-cap value strategies in the U.S. equity market. The fund’s main “products and services” consist of actively managed investment shares that provide exposure to small-cap value stocks; systematic fundamental research and portfolio construction focused on companies trading at discounts to estimated intrinsic value; professional risk management, diversification, and ongoing monitoring of portfolio holdings; and shareholder services including account administration, regulatory reporting, and periodic performance and holdings disclosure. It typically invests across sectors in small-cap U.S. companies, emphasizing metrics such as low valuation multiples, solid balance sheets, and improving fundamentals, with the objective of outperforming relevant small-cap value benchmarks over a full market cycle. The fund is generally distributed through financial intermediaries, retirement platforms, and direct investment channels targeting retail and institutional investors that allocate to U.S. small-cap value as part of a broader asset-allocation strategy. Harbor Small Cap Value Fund operates as part of the Harbor Funds family, an investment complex that utilizes subadvisers to manage specific strategies, and the fund is structured as an open-end investment company regulated under U.S. securities laws. The fund’s primary customer base includes financial advisors, wealth managers, institutional investors, and individual investors seeking active small-cap value exposure within tax-advantaged and taxable investment accounts. It offers different share classes (such as investor and institutional classes) distinguished by expense structures and eligibility criteria, providing flexibility for different distribution and client types. Within the last one to two years, funds of this type commonly implement notable changes such as hiring or changing subadvisers, revising investment guidelines, adjusting expense ratios, or modifying share-class structures, and they may launch additional share classes or merge legacy share classes to streamline pricing and distribution. They may also update portfolio management teams, refine their value investment process to incorporate enhanced risk controls or ESG considerations, and make prospectus-level changes to better align the fund’s mandate with current market conditions or parent-company strategic priorities. However, specific, verifiable recent material changes for Harbor Small Cap Value Fund (HNVRX)—such as a confirmed change of subadviser, a named portfolio manager transition, a documented strategy overhaul, or a legal reorganization—cannot be reliably identified with the information currently available, so no particular event can be stated as fact. The fund is part of the U.S. asset management and mutual fund industry, operates primarily in the United States, and is subject to U.S. regulatory oversight, including registration and ongoing disclosure requirements. It is organized as a pooled investment vehicle that does not itself have traditional “founding” and headquarters data in the same sense as an operating corporation; instead, its sponsor and adviser (Harbor and related entities) are typically headquartered in the United States and provide the personnel, systems, and infrastructure that support the fund’s operations, compliance, and distribution. Any subsidiaries or parent relationships for Harbor Small Cap Value Fund are legal and structural in nature (for example, being a series of a larger investment company trust and advised/subadvised by affiliated or third-party investment advisers) rather than operating subsidiaries as found in industrial or commercial corporations.