HASCX Rating, Research - Harbor Small Cap Value Instl

Harbor Small Cap Value Instl (hascx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 17

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hascx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Harbor Small Cap Value Instl (HASCX) Description: HASCX is a mutual fund, which is an investment that owns a basket of assets. The HASCX mutual fund was provided by Harbor and this investment vehicle derives the majority of its value from equity holdings (stocks). Harbors mutual fund has a medium management tenure and is in the large fund size classification. HASCXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HASCXs expense ratio is roughly 1%. The latest HASCXs front end load was 0% and the back end load was 0%. The Harbor Small Cap Value Instl (HASCX) mutual fund falls under the small mixed category. HASCX focuses its investments in USA and HASCX is not affiliated with a particular industry or fund sector. The Harbor Small Cap Value Instl (HASCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HASCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HASCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund primarily invest in common stocks (see stock research) of smaller companies that have a new product or service, are in a position to benefit from some change in the economy, industry transformation, new law, new regulation or new technology. It may invest in stocks (see stock research) of companies with mid or large market caps. The fund may also emphasize certain industry sectors based on economic and market conditions.

Management Analysis Update

Performance Analysis Update