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Harbor Mid Cap Value Instl HAMVX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 24.38  /  0.33 %
  • Total Assets 275.8 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 1.55%
  • Turnover 10%

Morningstar’s Analysis HAMVX

Will HAMVX outperform in future?

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

A worthy offering for systematic, deep-value investing.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Harbor Mid Cap Value continues to merit Morningstar Analyst Ratings ranging from Gold to Silver, depending on share class fees, for its deeply knowledgeable investment team and its respectable quantitative approach.

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Portfolio Holdings HAMVX

  • Current Portfolio Date
  • Equity Holdings 147
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.75
4,995,848
Consumer Cyclical
1.71
4,904,900
Technology
1.65
4,734,382
Financial Services
1.56
4,450,311
Technology
1.52
4,361,484
Industrials
1.52
4,343,139
Industrials
1.47
4,216,432
Industrials
1.47
4,213,440
Healthcare

Usd

1.43
4,087,695
Cash and Equivalents
1.40
4,017,909
Consumer Defensive