Harbor Small Cap Value Fund (HSVRX) 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 (HSVRX) trades at $53.47. Harbor Small Cap Value Fund (HSVRX) 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 HSVRX: HSVRX 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 (HSVRX) Financial Services Profile
Harbor Small Cap Value Fund (HSVRX) is an asset management fund focusing on small-cap equity investments, targeting companies within the Russell 2000® Index. With a portfolio of 55 to 70 companies, the fund seeks value through common and preferred stocks, operating with a beta of 1.09 and a market cap of $2.36 billion.
What Is the Investment Thesis for HSVRX?
Harbor Small Cap Value Fund (HSVRX), with a market capitalization of $2.36 billion, presents an investment opportunity for those seeking exposure to the small-cap equity market. The fund's strategy of investing in companies within the Russell 2000® Index provides a defined scope and focus. A key value driver is the potential for capital appreciation from undervalued small-cap stocks identified through the adviser's value-oriented approach. The fund's beta of 1.09 suggests a market-correlated risk profile. Ongoing monitoring of the fund's portfolio composition and adherence to its investment mandate are crucial. The absence of a dividend yield may deter income-seeking investors. The fund's success is contingent on the adviser's ability to identify and capitalize on value opportunities within the small-cap universe.
Based on FMP financials and quantitative analysis
HSVRX Key Highlights
Market capitalization of $2.36 billion, reflecting the fund's size and scope within the asset management industry.
- Beta of 1.09, indicating a market-correlated risk profile.
- Investment focus on small-cap companies within the range of the Russell 2000® Index.
- Portfolio typically comprises 55 to 70 companies, suggesting a diversified yet concentrated investment approach.
- No dividend yield, which may be a consideration for income-seeking investors.
Who Are HSVRX's Competitors?
HSVRX 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 | $24.16 | +0.21% | $2.13B | — |
| CHTTX AMG River Road Mid Cap Value Fund | $19.40 | +0.41% | $1.80B | — |
| DIAYX Diamond Hill Long-Short Fund | $31.42 | +0.80% | $2.15B | — |
| NOMIX Northern Mid Cap Index Fund | $23.32 | +1.00% | $2.27B | — |
| PRASX T. Rowe Price New Asia Fund | $27.03 | +1.62% | $2.98B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HSVRX's Key Strengths?
Focus on small-cap value investing.
- Disciplined investment approach.
- Experienced investment team.
- Diversified portfolio of 55-70 companies.
What Are HSVRX's Weaknesses?
Dependence on the adviser's stock selection skills.
- Vulnerability to market fluctuations in the small-cap segment.
- Lack of dividend yield may deter some investors.
- Relatively high beta of 1.09.
What Are the Key Risks for HSVRX?
Market fluctuations in the small-cap segment.
- Economic downturns that negatively impact small-cap companies.
- Changes in investor sentiment towards small-cap equities.
- Increased competition from other asset management firms.
- Dependence on the adviser's stock selection skills.
What Are HSVRX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced investment team with expertise in identifying undervalued companies.
- Adherence to a disciplined investment process.
- Brand recognition and reputation within the asset management industry.
What Does HSVRX Do?
Harbor Small Cap Value Fund (HSVRX) is a financial services entity specializing in asset management, with a specific focus on small-cap companies. The fund's investment strategy centers around identifying and investing in equity securities, primarily 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 decisions, ensuring that the portfolio remains aligned with the small-cap market segment. Under normal market conditions, HSVRX invests at least 80% of its net assets, plus borrowings for investment purposes, in these small-cap securities, demonstrating a strong commitment to its stated investment objective. The fund typically invests in approximately 55 to 70 companies, indicating a diversified yet concentrated approach to portfolio construction. HSVRX operates within the broader asset management industry, catering to investors seeking exposure to the potential growth and value opportunities within the small-cap equity market. The fund's investment decisions are guided by its adviser, who employs a value-oriented approach to identify undervalued companies with the potential for long-term capital appreciation. The fund's headquarters are located in Chicago, USA.
What Products and Services Does HSVRX 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.
- Invests at least 80% of net assets in small-cap securities under normal market conditions.
- Maintains a portfolio of approximately 55 to 70 companies.
- Seeks capital appreciation through value-oriented investment strategies.
How Does HSVRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the total AUM.
- Profitability depends on the fund's ability to attract and retain investors, as well as its investment performance.
What Industry Does HSVRX 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's focus on small-cap equities positions it within a specific niche of the broader market. The competitive landscape includes other asset management firms offering similar small-cap value strategies, such as ACINX, CHTTX, DIAYX, NOMIX, and PRASX. The asset management industry is influenced by macroeconomic trends, investor sentiment, and regulatory changes. The growth of the small-cap market segment and the increasing demand for value-oriented investment strategies could benefit HSVRX.
Who Are HSVRX's Key Customers?
- Individual investors seeking exposure to the small-cap equity market.
- Institutional investors, such as pension funds, endowments, and foundations.
- Financial advisors and wealth managers who allocate client assets to the fund.
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
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -1.2%.
HSVRX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap value investing.
- Disciplined investment approach.
- Experienced investment team.
- Diversified portfolio of 55-70 companies.
Bear Case
- Dependence on the adviser's stock selection skills.
- Vulnerability to market fluctuations in the small-cap segment.
- Lack of dividend yield may deter some investors.
- Relatively high beta of 1.09.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HSVRX Latest News
No recent news available for HSVRX.
HSVRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HSVRX.
Price Targets
Wall Street price target analysis for HSVRX.
HSVRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HSVRX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Harbor Small Cap Value Fund (HSVRX) — Financials
What are the main risks for HSVRX?
The main risks for Harbor Small Cap Value Fund include market risk, which is the potential for losses due to fluctuations in the overall stock market, particularly within the small-cap segment.
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 information provided is based on the available data and general knowledge of the asset management industry.