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Morningstar

Harbor Mid Cap Value Instl HAMVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 24.42  /  2.09 %
  • Total Assets 315.4 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 1.66%
  • Turnover 9%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HAMVX

Will HAMVX 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 HAMVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HAMVX 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 HAMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A deep-value stalwart.

Analyst

Summary

| by Paul Ruppe

Harbor Mid Cap Value’s seasoned, stable, and knowledgeable investment team and sound quantitative approach haven’t changed, but shifts in the composition of its mid-cap value Morningstar Category peer group boosts its cheapest share classes’ Morningstar Analyst Ratings to Gold, while its pricier shares retain Silver.

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