• FirefoxInstall the new Firefox »
  •  Dow Up1.49% Nasdaq Up1.15%

    Harbor Mid Cap Value Instl (HAMVX)

    21.44 Up 0.32(1.52%) Mar 30

    Profile as of Feb 27, 2015Get Profile for:
    Harbor Mid Cap Value Instl
    Harbor Funds111 South Wacker Drive,34th FloorChicago, IL 60606-4302
    Map
    Phone: 800-422-1050
    Fund Overview 
    Category:Mid-Cap Value
    Fund Family:Harbor
    Net Assets:470.22M
    Year-to-Date Return:2.95%
    Yield:0.90%
    Morningstar Rating:4 stars
    Fund Inception Date:Mar 1, 2002
    Morningstar Style Box 
    Mid-Cap Value
    [View Category Definition]
    View Top Mid-Cap Value Funds
    About the Morningstar Style Box
    Management Information 
    Puneet Mansharamani
    Lead Manager since Mar 1, 2006
    Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications for the Worldwide Web. Prior to this experience, Mr. Mansharamani was a Systems Consultant for Maximations, Inc. where he was responsible for systems development and programming Mainframe and databases used to calculate revenue streams as well as executive reporting. Mr. Mansharamani was also a Systems Analyst for Case Western Reserve University. Mr. Mansharamani earned a B.S. in Engineering from Delhi University, Delhi College of Engineering in 1995 and an M.S. in Engineering at Case Western Reserve University, Case School of Engineering (2001).
    Investment Information 
    Min Initial Investment:50,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    HAMVX can be purchased from 72 brokerages.

    Fund Summary 
    The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of mid cap companies that, in the subadviser's opinion, are out of favor and thus undervalued in the marketplace at the time of purchase and have the potential for appreciation. The adviser defines mid cap companies as those with market capitalizations that fall within the range of the Russell Midcap® Index. It normally invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of mid cap companies.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 26, 2015) : 13.00%
    Average for Category:52.63%
    Fees & Expenses 
    ExpenseHAMVXCategory Avg
    Annual Report Expense Ratio (net):0.89%1.23%
    Prospectus Net Expense Ratio:0.90%N/A
    Prospectus Gross Expense Ratio:0.90%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.40%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:287572
    5 Yr Expense Projection*:498918
    10 Yr Expense Projection*:1,1081,858
    * Per $10,000 invested