Harbor Small Cap Value Admin
HSVRX
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ROIC.AI
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- Harbor Small Cap Value Fund (HSVRX) is an open-end mutual fund that seeks long-term total return through primary investment in equity securities, principally common and preferred stocks, of small cap companies whose market capitalizations fall within the range of the Russell 2000 Value Index; under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in such securities, with holdings concentrated in approximately 55 to 70 companies across sectors including industrials (approximately 26-28%), financial services (25-26%), technology (13-15%), consumer cyclical, energy, and others. The Administrative Class shares (HSVRX) feature a net expense ratio of 1.13%, with total net assets for the fund reaching approximately $2.00 billion as of recent data; the fund offers multiple share classes including Institutional (HASCX), Retirement (HNVRX, closed to new investors effective June 1, 2021), and Investor (HISVX), managed on a day-to-day basis by subadviser EARNEST Partners LLC, led by portfolio manager Paul Viera since December 2001, supported by a team leveraging deep industry expertise for bottom-up stock selection focused on fiscal soundness, valuation discipline, and return pattern recognition. Harbor Capital Advisors, Inc., headquartered in Chicago, Illinois, and founded in 1989 as the adviser, employs a manager-of-managers approach, selecting specialized subadvisers like EARNEST Partners for the fund's operations, which remain domiciled in the United States and available primarily to U.S. investors with a minimum initial investment of $50,000 for Administrative Class shares. Recent developments include quarterly performance commentary for Q2 2025 highlighting sector positioning amid market conditions, ongoing portfolio oversight recognizing EARNEST Partners as #2 out of 89 managers in the Behavioral Alpha Benchmark for Q3 2024 based on decision-making skill in stock picking and timing, and sustained asset growth prompting capacity management to preserve strategy efficacy, with no major acquisitions, partnerships, or structural changes reported in the last 1-2 years.