HMCRX – Harbor Mid Cap Retirement Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. 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 employs a disciplined investment approach that seeks to identify companies that, in the Subadvisor's view, demonstrate strong business fundamentals and earnings prospects that are not fully captured in the companies' current market valuations.

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
HMCNX	Harbor Mid Cap Fund Investor Class	No Load	Open			Dec 2, 2019	$428,862.00	1.220%	High	$2,500	$35,033.26
HMCLX	Harbor Mid Cap Fund Institutional Class	Institutional	Open			Dec 2, 2019	$157.21M	0.880%	Above Average	$50,000	$41.74M
HMCRX	Harbor Mid Cap Fund Retirement Class	Retirement, Large	Open			Dec 2, 2019	$44.95M	0.800%	Above Average	$1M	−$42.49M

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