Fund info

The Harbor Small Cap Value Fund is an actively managed mutual fund focused on investing primarily in equity securities—mainly common and preferred stocks—of small capitalization U.S. companies. Its core objective is to seek long-term total return by identifying and holding a concentrated portfolio of approximately 60 high-conviction small-cap stocks. The fund is managed by a team of experienced professionals at Earnest Partners LLC, who employ a research-driven approach emphasizing deep industry knowledge, disciplined valuation, and a careful assessment of company fundamentals. In practice, this strategy entails seeking businesses with sound financials and attractive growth prospects that are trading at compelling valuations, while employing risk management techniques designed to limit the likelihood of significant underperformance relative to its benchmark, the Russell 2000 Value Index. The Harbor Small Cap Value Fund frequently holds positions across a diverse array of sectors, including technology, financial services, industrials, and healthcare, reflecting the dynamic nature of the small-cap market segment. As of recent years, the fund has been closed to new investors in order to preserve its investment strategy and capacity for existing shareholders.