Harbor Mid Cap Value Inv
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
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Phone: 800-422-1050
| Category: | Mid-Cap Value | | Fund Family: | Harbor | | Net Assets: | 2.33M | | Year-to-Date Return: | 27.57% | | Yield: | 3.11% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-02 |
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Josef Lakonishok
Lead Manager since
30-Sep-04 | | | Lakonishok has served as chief executive officer, CIO, partner and portfolio manager for LSV Asset Management since its founding in 1994. He serves as a William G. Karnes professor of finance at the University of Illinois at Urbana-Champaign. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term total return. The fund normally invests substantially all, but must invest at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of mid-cap companies. It invests primarily in equity securities, principally common stocks, of mid-cap companies that, in the subadviser?s opinion, are out-of-favor (undervalued) in the market place at the time of purchase and have potential for appreciation. |
| Last Dividend
(19-Dec-08):
| 0.28 | | Last Cap Gain
(19-Dec-07):
| 0.47 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.15% |
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| Expense | HIMVX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 434 | $661 | | 5 Yr Expense Projection*: |
$ 750 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,646 | $2,042 |
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0.34% Nasdaq 0.00%
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