Harbor Mid Cap Value Fund

Frequently Asked Questions About HAMVX

What does HAMVX invest in?

The Fund seeks long-term total return. The Fund invests primarily in equity securities, principally common stocks, of mid cap companies. The Fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies that fall within the range of the Russell Mid Cap Index.

What is the expense ratio of HAMVX?

Harbor Mid Cap Value Fund (HAMVX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HAMVX?

Harbor Mid Cap Value Fund (HAMVX) manages $477.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is HAMVX actively managed or an index fund?

HAMVX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HAMVX launched?

Harbor Mid Cap Value Fund (HAMVX) launched in March 2002 and is managed by the fund issuer.

How has HAMVX performed?

HAMVX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.