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Morningstar

Harbor Mid Cap Investor HMCNX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 13.91  /  −0.29 %
  • Total Assets 151.8 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.12%
  • Turnover 19%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HMCNX

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

  • People Pillar

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

A non-traditional but proven team and process.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Harbor Mid Cap’s atypical team and process are proven and consistent, making it a great option for mid-cap blend investors.

by Tony Thorn
Rated on Published on

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Portfolio Holdings HMCNX

More HMCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.55 5.8 Mil
Cash and Equivalents

Republic Services Inc

3.16 5.2 Mil
Industrials

Entegris Inc

2.78 4.6 Mil
Technology

Masco Corp

2.67 4.4 Mil
Industrials

D.R. Horton Inc

2.43 4.0 Mil
Consumer Cyclical

CBRE Group Inc Class A

2.40 3.9 Mil
Real Estate

Progressive Corp

2.33 3.8 Mil
Financial Services

Reinsurance Group of America Inc

2.22 3.7 Mil
Financial Services

Raymond James Financial Inc

2.14 3.5 Mil
Financial Services

Darden Restaurants Inc

2.12 3.5 Mil
Consumer Cyclical