Harbor Mid Cap Fund Quote
| HAMVX Fund | USD 25.25 0.33 1.32% |
PerformanceVery Weak
| Odds Of DistressLow
|
Harbor Mid is trading at 25.25 as of the 18th of March 2025; that is 1.32 percent up since the beginning of the trading day. The fund's open price was 24.92. Harbor Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. More on Harbor Mid Cap
Moving together with Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Harbor, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Harbor Mid Cap [HAMVX] is traded in USA and was established 18th of March 2025. Harbor Mid is listed under Harbor category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Harbor family. This fund currently has accumulated 280.74 M in assets under management (AUM) with no minimum investment requirementsHarbor Mid Cap is currently producing year-to-date (YTD) return of 1.98% with the current yeild of 0.01%, while the total return for the last 3 years was 7.38%.
Check Harbor Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harbor Mid Cap Mutual Fund Constituents
| PEG | Public Service Enterprise | Stock | Utilities | |
| UAL | United Airlines Holdings | Stock | Industrials | |
| DVA | DaVita HealthCare Partners | Stock | Health Care | |
| FITB | Fifth Third Bancorp | Stock | Financials | |
| FE | FirstEnergy | Stock | Utilities | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| CE | Celanese | Stock | Materials | |
| LRCX | Lam Research Corp | Stock | Information Technology |
Harbor Mid Cap Risk Profiles
| Mean Deviation | 0.7743 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Risk Adjusted Performance | (0.16) |
Harbor Mid Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Mid financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Mid security.
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