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Harbor Mid Cap Institutional HMCLX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 13.99  /  −0.14 %
  • Total Assets 152.1 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 0.54%
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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.

A non-traditional but proven team and process.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Harbor Mid Cap’s atypical team and process are proven and consistent, making it a great option for mid-cap blend investors.

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Portfolio Holdings HMCLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.55 5.8 Mil
Cash and Equivalents

Republic Services Inc

3.16 5.2 Mil
Industrials

Entegris Inc

2.78 4.6 Mil
Technology

Masco Corp

2.67 4.4 Mil
Industrials

D.R. Horton Inc

2.43 4.0 Mil
Consumer Cyclical

CBRE Group Inc Class A

2.40 3.9 Mil
Real Estate

Progressive Corp

2.33 3.8 Mil
Financial Services

Reinsurance Group of America Inc

2.22 3.7 Mil
Financial Services

Raymond James Financial Inc

2.14 3.5 Mil
Financial Services

Darden Restaurants Inc

2.12 3.5 Mil
Consumer Cyclical