- What does HASCX invest in?
- This fund primarily concentrates its investments in equity holdings, specifically common and preferred shares, issued by companies with smaller market capitalizations. Under typical market conditions, a substantial portion—at least 80% of its net assets, supplemented by any borrowed capital for investment—is committed to securities from these small-cap enterprises. The advisor defines small-capitalization companies as those whose market value falls within the spectrum of the Russell 2000® Index. The portfolio is anticipated to hold shares in approximately 55 to 70 distinct businesses.
- What is the expense ratio of HASCX?
- Harbor Small Cap Value Fund Institutional Class (HASCX) charges an expense ratio of 0.88%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HASCX?
- Harbor Small Cap Value Fund Institutional Class (HASCX) manages $2.68B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is HASCX actively managed or an index fund?
- HASCX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (HASCX's is 0.88%) because there's no security selection cost.
- When was HASCX launched?
- Harbor Small Cap Value Fund Institutional Class (HASCX) launched in December 2001 and is managed by the fund issuer.
- How has HASCX performed?
- HASCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
