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.
Will HAMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
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.
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.
The Parent Pillar is our rating of HAMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.