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.
- NAV / 1-Day Return 23.43 / 0.34 %
- Total Assets 274.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 1.42%
- Turnover 9%
Morningstar’s Analysis HRMVX
Will HRMVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 145
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector