Morningstar

Harbor Mid Cap Fund Institutional Class HMCLX

Morningstar Medalist Rating
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Medalist Rating as of See Harbor Investment Hub
  • NAV / 1-Day Return $17.94  /  +0.50 %
  • Fund Size $203.9M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 0.58%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis HMCLX

Will HMCLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HMCLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HMCLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HMCLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unconventional by design.

Sbidag Demerjian

Sbidag Demerjian

Summary

Harbor Mid Cap's unique team and time-tested process make it a worthy choice in the mid-blend category. It earns an Above Average People rating and an Above Average Process rating.

by Sbidag Demerjian
Rated on Published on

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Portfolio Holdings HMCLX

More HMCLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

4.83 10M
Cash and Equivalents

Twilio Inc Class A

3.69 7M
Technology

Keysight Technologies Inc

3.60 7M
Technology

Entegris Inc

3.18 6M
Technology

Woodward Inc

2.85 6M
Industrials

IQVIA Holdings Inc

2.63 5M
Healthcare

Applied Materials Inc

2.38 5M
Technology

Arrow Electronics Inc

2.34 5M
Technology

Reinsurance Group of America Inc

2.26 5M
Financial Services

Cummins Inc

2.16 4M
Industrials

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