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home / news releases / UMBFP - Harbor Small Cap Value Fund Q1 2025 Commentary

UMBFP - Harbor Small Cap Value Fund Q1 2025 Commentary

UMB Financial Corporation Depositary Shares each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock

2025-06-09 12:12:00 ET

Performance

Average Annual Returns

Share Class

Ticker

CUSIP

3 Months

YTD

1 Yr.

3 Yr.

5 Yr.

10 Yr.

Since Inception

Inception Date

Net Expense Ratio %

Gross Expense

Ratio %

Institutional

HASCX

411511843

-10.00%

-10.00%

-4.21%

1.90%

14.06%

7.31%

9.33%

12/14/01

0.88

0.88

Investor

HISVX

411511694

-10.06%

-10.06%

-4.58%

1.52%

13.64%

6.91%

9.32%

11/01/02

1.23

1.23

Retirement

HNVRX

411512452

-9.97%

-9.97%

-4.13%

1.97%

14.15%

7.38%

9.36%

12/14/01

0.80

0.80

Russell 2000® Value Index

-7.74%

-7.74%

-3.12%

0.05%

15.31%

6.07%

7.88%

12/14/01

For further details see:

Harbor Small Cap Value Fund Q1 2025 Commentary

Stock Information
Company Name: UMB Financial Corporation Depositary Shares each representing a 1/400th of 7.00% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock
Stock Symbol: UMBFP
Market: NASDAQ
Website: umb.com
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