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Harbor Mid Cap Value Investor HIMVX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 24.92  /  +0.61 %
  • Total Assets 280.4 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 1.18%
  • Turnover 10%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:13 PM GMT+0

Morningstar’s Analysis HIMVX

Will HIMVX outperform in future?

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

A worthy offering for systematic, deep-value investing.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Harbor Mid Cap Value continues to merit Morningstar Analyst Ratings ranging from Gold to Silver, depending on share class fees, for its deeply knowledgeable investment team and its respectable quantitative approach.

Rated on Published on

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Portfolio Holdings HIMVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PulteGroup Inc

1.75 5.0 Mil
Consumer Cyclical

Jabil Inc

1.71 4.9 Mil
Technology

The Hartford Financial Services Group Inc

1.65 4.7 Mil
Financial Services

HP Inc

1.56 4.5 Mil
Technology

Snap-on Inc

1.52 4.4 Mil
Industrials

Owens-Corning Inc

1.52 4.3 Mil
Industrials

Cummins Inc

1.47 4.2 Mil
Industrials

Cardinal Health Inc

1.47 4.2 Mil
Healthcare

Usd

1.43 4.1 Mil
Cash and Equivalents

The Kroger Co

1.40 4.0 Mil
Consumer Defensive