- 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 $450.2M 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.
