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 Dow Down 0.42% Nasdaq Down 0.39%

Harbor Mid Cap Value Investor (HIMVX)

19.52 Down 0.02(0.10%) Aug 1
Prev Close:19.54
YTD Return*:9.07%
Net Assets*:223.74M
Yield*:0.82%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HIMVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WHR1.72-8.68
TRN1.4561.12
XRX1.382.75
M1.3710.90
ETR1.3531.12

Fund Basics

Morningstar Overall Rating:
Total Assets:223.74M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.30%

Performance & Risk

YTD Return:9.07%
5y Avg Return:23.05%
Rank in Category (ytd):22
% Rank in Category (ytd):5.05%
Beta (3y):1.30
Morningstar Risk Rating:4

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. View More
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