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Mutual Fund Insights: Harbor Mid Cap Growth Instl Fund (HAMGX)

In-depth Analysis of Harbor Mid Cap Growth Instl Fund (HAMGX)

Mutual fund chart: Harbor Mid Cap Growth Instl Fund (HAMGX)

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See Harbor Mid Cap Growth Instl Fund (HAMGX) performance details as of January 31, 2010

  

    Last Trade: $7.45 on 3/15/2010, Change: -0.03 (-0.4%)
Experiment our closing price forecasting tool for Harbor Mid Cap Growth Instl Fund (HAMGX) (alpha release)

  

Fund Manager - Michael T. Carmen

Fund Manager Tenure: 4.5 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Carmen has been a vice president with Wellington Management since 1999. Prior, he was an equity portfolio manager with Kobrick Funds from 1997 through 1999. He was a vice president with State Street Research 1996 until 1997, after a seven-month tenure with Montgomery Asset Management. Originally, he joined State Street in 1992 as an analyst.  Get more insights on Michael T. Carmen

  

What we like about Harbor Mid Cap Growth Instl Fund (HAMGX) What we like about Harbor Mid Cap Growth Instl Fund (HAMGX)

Data for Harbor Mid Cap Growth Instl Fund (HAMGX) as of January 31, 2010

  • Harbor Mid Cap Growth Instl Fund (HAMGX) management has been with Harbor Mid Cap Growth Instl Fund for 4.5 years
  • Harbor Mid Cap Growth Instl Fund (HAMGX) has good mid-term performance (3-year return -5.20% vs -5.54% Mid-Cap Growth category average)
  • Harbor Mid Cap Growth Instl Fund (HAMGX) has good Long-term performance (5-year return 3.86% vs 1.43% Mid-Cap Growth category average)
  • Harbor Mid Cap Growth Instl Fund (HAMGX) ratio of up-years vs down years is greater than 2
  • Harbor Mid Cap Growth Instl Fund (HAMGX) has a Morningstar rating of 4 and above
  • Harbor Mid Cap Growth Instl Fund (HAMGX) has a lower management fee than its Mid-Cap Growth average: 0.90% vs 1.46%
  • Harbor Mid Cap Growth Instl Fund (HAMGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Harbor Mid Cap Growth Instl Fund (HAMGX) What we are cautious about Harbor Mid Cap Growth Instl Fund (HAMGX)

Data for Harbor Mid Cap Growth Instl Fund (HAMGX) as of January 31, 2010

  • Harbor Mid Cap Growth Instl Fund (HAMGX) has a less-than-ideal short-term performance (1-year return 32.86% vs 39.73% Mid-Cap Growth category average)
  • Harbor Mid Cap Growth Instl Fund (HAMGX) has an annual stock turnover rate of 177.00% that is higher than the Mid-Cap Growth average of 138.22%. This could mean Harbor Mid Cap Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Harbor Mid Cap Growth Instl Fund (HAMGX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.09 that is higher than category average of 23.72
See Harbor Mid Cap Growth Instl Fund (HAMGX) performance details as of January 31, 2010

  

  

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Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

Harbor Mid Cap Growth Instl Fund (HAMGX) Net Asset

Track net asset change of Harbor Mid Cap Growth Instl fund (HAMGX)

DateNet Asset
01/2010$235.90M
11/2009$231.44M
10/2009$220.21M
More historic net asset information on Harbor Mid Cap Growth Instl Fund (HAMGX)

  

Harbor Mid Cap Growth Instl Fund (HAMGX) Portfolio Allocation

Track portfolio allocation change of Harbor Mid Cap Growth Instl fund (HAMGX)

DateCashStockBondOther
09/20090.46%99.54%0%0%
06/20090.42%99.58%0%0%
03/20093.36%96.64%0%0%
Click here to see more historic asset allocation information on Harbor Mid Cap Growth Instl Fund (HAMGX)

  

Most Recent Top 10 Holdings in Harbor Mid Cap Growth Instl Fund (HAMGX)

Discover what Harbor Mid Cap Growth Instl Fund (HAMGX) manager is buying

30-Sep-09
JARDEN CP [2.37%]
HANESBRANDS INC. [2.04%]
Corinthian Colleges, Inc. [1.56%]
BEST BUY CO INC [1.55%]
HERBALIFE LTD. [1.51%]
BMC Software, Inc. [1.5%]
BE Aerospace, Inc. [1.47%]
INGERSOLL RAND LTD A [1.46%]
Gam Hldg Ag, Zuerich [1.46%]
Urban Outfitters, Inc. [1.44%]

30-Jun-09
JARDEN CP [2.42%]
Corinthian Colleges, Inc. [1.94%]
HANESBRANDS INC. [1.87%]
BEST BUY CO INC [1.76%]
ADVANCE AUTO PARTS [1.64%]
DREAMWORKS ANIMATION [1.64%]
MRV Engenharia e Participacoes S.A. [1.6%]
HERBALIFE LTD. [1.57%]
Coinstar, Inc. [1.54%]
RED HAT INC [1.48%]

31-Mar-09
METROPCS COMM INC [2.49%]
MCAFEE, INC [2.22%]
JARDEN CP [2.2%]
AECOM TECHNOLOGY COR [2.08%]
Corinthian Colleges, Inc. [1.92%]
SOLERA HOLDINGS INC [1.87%]
B M C SOFTWARE [1.83%]
ADVANCE AUTO PARTS [1.59%]
I T T EDUCATION SVCS [1.52%]
Staples, Inc. [1.49%]
Click here for Stock Holding Change Map in Harbor Mid Cap Growth Instl Fund (HAMGX)

  

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