HIMVX : Harbor Mid Cap Value Fund Investor Class

HIMVX is a US Stocks Market Mid-Cap Value with HIGH fees.

HIMVX

Harbor Mid Cap Value Fund Investor Class

FI Score

32 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

32% FI Score
  • himvx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Harbor Mid Cap Value Fund Investor Class

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term total return. 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 Subadviser's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for the fund in a bottom-up, contrarian value approach.

Largest Holdings

Amount Holding
2.45% The Kroger Co
2.10% PPL Corp
2.00% Cummins Inc
1.61% Vistra Energy Corp
1.53% Allstate Corp
1.50% Ameriprise Financial Inc
1.44% Seagate Technology PLC
1.42% DaVita Inc
1.41% Jazz Pharmaceuticals PLC
1.38% National Fuel Gas Co
1.37% McKesson Corp
1.31% FirstEnergy Corp
1.30% Eastman Chemical Co
1.27% JM Smucker Co
1.25% Reliance Steel & Aluminum Co
1.23% Citizens Financial Group Inc
1.22% Molson Coors Beverage Co B
1.19% HP Inc
1.14% Fifth Third Bancorp
1.12% Zions Bancorp NA
1.12% Tyson Foods Inc Class A
1.11% Regions Financial Corp
1.10% Lincoln National Corp
1.05% Universal Health Services Inc Class B
1.05% Whirlpool Corp

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