Why choose Harbor Small Cap Value Opportunities Fund?

  • Evaluates investments as a business owner. See more

“Buying an investment on the way down is uncomfortable for most investors. However, our reassurance comes from truly understanding the business and this knowledge is the cornerstone of our conviction.”Samir Sikka, CEO and Chief Investment Officer, Sapience Investments, LLC

Current Price

As of 12/6/2019

Price (NAV)$9.08
Daily Change ($)$0.15
Daily Change (%)1.68%
YTD Return15.37%

Fund Facts

Inception Date8/1/2017
Net Expense Ratio0.89%
Gross Expense Ratio1.05%
Total Net Assets (million)
(As of 11/30/2019)
$24.033
TickerHSOVX
Fund Number2041
Share ClassInstitutional

Top Ten Holdings

Diebold Nixdorf Inc. [DBD]3.7%
Michaels Companies Inc. [MIK]3.5%
Stericycle Inc. [SRCL]3.1%
Beacon Roofing Supply Inc. [BECN]2.9%
Kar Auction Services Inc. [KAR]2.8%
TreeHouse Foods Inc. [THS]2.5%
Bank of NT Butterfield & Son Ltd. [NTB]2.5%
Plantronics Inc. [PLT]2.4%
Post Holdings Inc. [POST]2.4%
Physicians Realty Trust [DOC]2.1%
% of Total Holdings:27.9%

As of 9/30/2019