Nasdaq - Delayed Quote USD

Harbor Mid Cap Value Admin (HRMVX)

26.08 +0.01 (+0.04%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadvisor's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for The fund invests in a bottom-up, contrarian value approach.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.74%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 7

Performance & Risk

YTD Return 5.59%
5y Average Return 8.64%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HRMVXCategory AverageHRMVXCategory AverageHRMVXCategory Average
Alpha -0.99 -0.09 -5.17 -0.07 -6.06 -0.06
BETA 0.96 0.01 1.19 0.01 1.17 0.01
Mean Annual Return 0.93 0.01 1.1 0.01 0.78 0.01
R-squared 70.18 0.85 75.7 0.82 76.84 0.84
Standard Deviation 20.2 0.25 25.1 0.2 20.15 0.17
Sharpe Ratio 0.41 0.01 0.44 0.01 0.39 0.01
Treynor Ratio 6.81 0.08 6.91 0.09 5.14 0.09

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