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Harbor Mid Cap Value Instl HAMVX

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%

Morningstar’s Analysis HAMVX

Will HAMVX outperform in future?

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

A deep-value stalwart.

Analyst

Summary

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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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