Harbor Small Cap Value Fund (HNVRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerHarbor Small Cap Value Fund (HNVRX) trades at $53.77. Harbor Small Cap Value Fund (HNVRX) focuses on investing in small-cap companies within the range of the Russell 2000® Index. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for HNVRX: HNVRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Harbor Small Cap Value Fund (HNVRX) Financial Services Profile
Harbor Small Cap Value Fund (HNVRX) is a financial services company specializing in asset management, primarily investing in undervalued small-cap companies' equity securities within the Russell 2000® Index, targeting long-term capital appreciation through a diversified portfolio of approximately 55 to 70 holdings.
What Is the Investment Thesis for HNVRX?
Harbor Small Cap Value Fund (HNVRX) presents an investment opportunity for those seeking exposure to the small-cap equity market. With a beta of 1.09, the fund exhibits market-correlated volatility. The fund's strategy of investing in approximately 55 to 70 companies within the Russell 2000® Index provides diversification within the small-cap space. A key value driver is the potential for capital appreciation through identifying undervalued companies. Catalysts include the continued growth of the small-cap market and the fund's ability to identify and capitalize on undervalued opportunities. Potential risks include market volatility, particularly within the small-cap segment, and the fund's ability to consistently outperform its benchmark. The fund's focus on value investing may lead to periods of underperformance compared to growth-oriented strategies, especially during growth-driven market cycles.
Based on FMP financials and quantitative analysis
HNVRX Key Highlights
HNVRX invests at least 80% of its net assets in small-cap companies, aligning its performance closely with the Russell 2000® Index.
- The fund typically holds a portfolio of 55 to 70 companies, providing diversification within the small-cap market.
- HNVRX focuses on equity securities, including common and preferred stocks, offering exposure to potential capital appreciation.
- The fund's market cap is $2.36B, indicating a significant presence in the small-cap investment landscape.
- HNVRX has a beta of 1.09, suggesting its price movements are relatively correlated with the broader market.
Who Are HNVRX's Competitors?
HNVRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ACINX Columbia Acorn International Fund | $24.11 | +1.43% | $2.12B | — |
| CHTTX AMG River Road Mid Cap Value Fund | $19.40 | +0.41% | $1.80B | — |
| DIAYX Diamond Hill Long-Short Fund | $31.17 | -0.22% | $2.13B | — |
| NOMIX Northern Mid Cap Index Fund | $23.32 | +1.00% | $2.27B | — |
| PRASX T. Rowe Price New Asia Fund | $26.60 | +1.06% | $2.93B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HNVRX's Key Strengths?
Experienced investment team.
- Disciplined value investing approach.
- Diversified portfolio of small-cap stocks.
- Established track record.
What Are HNVRX's Weaknesses?
Potential for underperformance during growth-driven market cycles.
- Reliance on small-cap market performance.
- Higher volatility compared to large-cap funds.
- Dependence on key personnel.
What Are the Key Risks for HNVRX?
Market volatility and economic downturns impacting small-cap valuations.
- Underperformance relative to growth-oriented strategies during certain market cycles.
- Competition from other asset management firms offering similar products.
- Changes in interest rates and inflation affecting company valuations.
What Are HNVRX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced investment team with expertise in fundamental analysis.
- Disciplined investment process focused on identifying undervalued companies.
- Strong relationships with financial advisors and institutional investors.
What Does HNVRX Do?
Harbor Small Cap Value Fund (HNVRX) is an asset management fund focused on generating long-term capital appreciation by investing in small-cap companies. The fund operates under the umbrella of Harbor Capital Advisors, a firm committed to providing investment opportunities across various asset classes. HNVRX specifically targets equity securities, including common and preferred stocks, of companies whose market capitalizations fall within the range of the Russell 2000® Index. This benchmark guides the fund's investment strategy, ensuring that at least 80% of its net assets, plus borrowings for investment purposes, are allocated to small-cap companies. The fund's investment approach centers on identifying undervalued companies with strong potential for growth. The portfolio typically consists of approximately 55 to 70 companies, allowing for a diversified yet focused investment strategy. By concentrating on small-cap stocks, HNVRX aims to capitalize on the potential for higher growth rates often associated with smaller, emerging businesses. The fund's investment decisions are driven by in-depth research and analysis, seeking to identify companies with sound fundamentals and attractive valuations. HNVRX is based in Chicago, reflecting its presence in a major financial hub.
What Products and Services Does HNVRX Offer?
- Invests primarily in equity securities of small-cap companies.
- Focuses on common and preferred stocks.
- Targets companies within the market capitalization range of the Russell 2000® Index.
- Allocates at least 80% of net assets to small-cap companies.
- Manages a portfolio of approximately 55 to 70 companies.
- Seeks long-term capital appreciation through value investing.
How Does HNVRX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Focuses on attracting and retaining investors seeking exposure to small-cap value stocks.
- Employs a team of investment professionals to research and select securities.
- Operates within the regulatory framework of the asset management industry.
What Industry Does HNVRX Operate In?
Harbor Small Cap Value Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund focuses specifically on the small-cap segment, which offers potential for higher growth but also carries increased risk. The competitive landscape includes other asset management firms offering similar small-cap value funds. Market trends such as increasing demand for specialized investment strategies and the growing importance of ESG factors are shaping the industry. HNVRX fits into this landscape by providing a focused approach to small-cap investing, targeting undervalued companies with growth potential.
Who Are HNVRX's Key Customers?
- Individual investors seeking exposure to small-cap stocks.
- Institutional investors, including pension funds and endowments.
- Financial advisors looking for investment solutions for their clients.
- High-net-worth individuals seeking wealth management services.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
HNVRX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment team.
- Disciplined value investing approach.
- Diversified portfolio of small-cap stocks.
- Established track record.
Bear Case
- Potential for underperformance during growth-driven market cycles.
- Reliance on small-cap market performance.
- Higher volatility compared to large-cap funds.
- Dependence on key personnel.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HNVRX Latest News
No recent news available for HNVRX.
HNVRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HNVRX.
Price Targets
Wall Street price target analysis for HNVRX.
HNVRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HNVRX; grades run from A+ (80-100) to F (below 30).
HNVRX Financials Stock FAQ
What is Harbor Small Cap Value Fund's credit quality and risk management approach?
As an equity fund, HNVRX does not directly hold debt instruments or manage a loan portfolio. Therefore, credit quality assessment is not directly applicable.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is subject to market risks and fluctuations.