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Harbor Mid Cap Value Admin HRMVX

Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 23.43  /  0.34 %
  • Total Assets 274.5 Mil
  • Adj. Expense Ratio
    1.100%
  • 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.

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 HRMVX

  • 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
1.59
4,540,920
Industrials
1.54
4,421,040
Industrials
1.53
4,369,953
Industrials
1.52
4,348,656
Financial Services
1.52
4,340,865
Technology
1.52
4,339,623
Consumer Defensive
1.47
4,204,288
Industrials
1.37
3,921,644
Healthcare
1.31
3,736,464
Consumer Defensive
1.27
3,641,008
Technology