| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
3
5
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#15 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 33.09 percent over the past year, 15.95 percent over the past three years, 5.74 percent over the past five years, and 10.06 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.5% |
| 1 Year | 33.1% |
| 3 Years (Annualized) | 16.0% |
| 5 Years (Annualized) | 5.7% |
| 10 Years (Annualized) | 10.1% |
Summary
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
Fees are High compared to funds in the same category.
Harbor Small Cap Value Fund has an expense ratio of 0.85 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
