3 / 5 Stars
3 3 3 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#38 in Small Blend
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.55 percent over the past year, 14.61 percent over the past three years, 19.63 percent over the past five years, and 8.57 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||8.6%|
The investment seeks long-term total return. The fund invests primarily in equity securities, principally common and preferred stocks, of small cap companies. The adviser defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000® Index. It normally expects to invest in approximately 55 to 70 companies with at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of small cap equity securities.
Fees are Above Average compared to funds in the same category.
Harbor Small Cap Value Fund has an expense ratio of 0.84 percent.
Risk is Average compared to funds in the same category according to Morningstar.