HIMVX – Harbor Mid Cap Value Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadvisor's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for The fund invests in a bottom-up, contrarian value approach.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HIMVX	Harbor Mid Cap Value Fund Investor Class	No Load	Open			Nov 1, 2002	$25.12M	1.190%	Above Average	$2,500	−$4.01M
HRMVX	Harbor Mid Cap Value Fund Administrative Class	No Load	Open			Nov 1, 2002	$4.90M	1.100%	Above Average	$50,000	−$10,208.75
HAMVX	Harbor Mid Cap Value Fund Institutional Class	Institutional	Open			Mar 1, 2002	$299.91M	0.850%	Average	$50,000	$13.57M
HNMVX	Harbor Mid Cap Value Fund Retirement Class	Retirement, Large	Open			Mar 1, 2016	$146.53M	0.770%	Average	$1M	$5.24M

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