Harbor Mid Cap Value’s research-focused, systematic approach is applied by a stable squad of academics at subadvisor LSV. All share classes retain a Morningstar Analyst Rating of Silver.
Harbor Mid Cap Value Instl HAMVX
NAV / 1-Day Return
17.97
/
0.84
%
Total Assets
367.9 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.
0.860%
Expense Ratio
0.860%
Fee Level
Average
Longest Manager Tenure
16.07
years
Category
US Fund Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
50,000
Status
Open
TTM Yield
3.07%
Turnover
11%
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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 deep bench of academic-focused researchers applies a systematic approach to deep-value investing.
