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Morningstar

Harbor Mid Cap Institutional HMCLX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 14.65  /  +1.74 %
  • Total Assets 157.5 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 19%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HMCLX

Will HMCLX outperform in 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.

A unique team with a solid approach.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Harbor Mid Cap's talented yet unconventional team applies a proven process, making this strategy a worthy option.

by Tony Thorn
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 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.57 5.6 Mil
Cash and Equivalents

Republic Services Inc

3.40 5.3 Mil
Industrials

Entegris Inc

2.83 4.4 Mil
Technology

Reinsurance Group of America Inc

2.50 3.9 Mil
Financial Services

Progressive Corp

2.48 3.9 Mil
Financial Services

Masco Corp

2.39 3.7 Mil
Industrials

CBRE Group Inc Class A

2.33 3.6 Mil
Real Estate

D.R. Horton Inc

2.21 3.4 Mil
Consumer Cyclical

Raymond James Financial Inc

2.18 3.4 Mil
Financial Services

Intercontinental Exchange Inc

2.18 3.4 Mil
Financial Services