Harbor Mid Cap Value Equity’s impressive team of researchers at subadvisor LSV and disciplined, systematic approach to deep-value investing earn each of its share classes a Morningstar Analyst Rating of Silver.
Harbor Mid Cap Value Instl HAMVX
NAV / 1-Day Return
24.86
/
2.30
%
Total Assets
464.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
16.73
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
50,000
Status
Open
TTM Yield
1.83%
Turnover
4%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 topnotch team with a disciplined deep-value approach.
