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Morningstar

Harbor Mid Cap Value Investor HIMVX

Morningstar Analyst Rating
Analyst rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 24.98  /  1.17 %
  • Total Assets 327.4 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.27%
  • Turnover 9%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis HIMVX

Will HIMVX 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 HIMVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HIMVX 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 HIMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A deep-value stalwart.

Analyst

Summary

| by Paul Ruppe

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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