Harbor Mid Cap Value’s seasoned, stable, and knowledgeable investment team and sound quantitative approach haven’t changed, but shifts in the composition of its mid-cap value Morningstar Category peer group boosts its cheapest share classes’ Morningstar Analyst Ratings to Gold, while its pricier shares retain Silver.
Harbor Mid Cap Value Instl HAMVX
NAV / 1-Day Return
25.44
/
1.03
%
Total Assets
348.1 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
17.88
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
50,000
Status
Open
TTM Yield
1.34%
Turnover
18%
Morningstar’s Fund Analysis HAMVX
Will HAMVX 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 HAMVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HAMVX 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 HAMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A deep-value stalwart.
