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Harbor Mid Cap Value Instl (HAMVX) Fund Ranking and Research

Ranking, Research and Recommendation of Harbor Mid Cap Value Instl (HAMVX) Fund

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Graph of Harbor Mid Cap Value Instl Fund (HAMVX) ManagerFund Manager - Puneet Mansharamani

Fund Manager Information

Fund Manager Tenure: 14.4 years
Fund Family: Harbor
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Mansharamani is a partner and portfolio manager with LSV Asset Management. He served as a quantitative analyst at LSV from 2000 until 2006, when he became a Partner and Portfolio Manager. Mansharamani holds the Chartered Financial Analyst designation.  Get more insights on Puneet Mansharamani

 

Graph of Harbor Mid Cap Value Instl Fund (HAMVX) ProfileHarbor Mid Cap Value Instl Fund (HAMVX) Profile

Fund Profile and Description

Harbor Mid Cap Value Instl Fund seeks long-term total return. Harbor Mid Cap Value Instl Fund normally invests substantially all, but must invest at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of mid-cap companies. It invests primarily in equity securities, principally common stocks, of mid-cap companies that, in the subadviser’s opinion, are out-of-favor (undervalued) in the market place at the time of purchase and have potential for appreciation.

 

Harbor Mid Cap Value Instl (HAMVX) Fund Strength What we like about Harbor Mid Cap Value Instl (HAMVX) Fund

Data for Harbor Mid Cap Value Instl Fund (HAMVX) as of May 30, 2016

  • Harbor Mid Cap Value Instl Fund (HAMVX) management has been with Harbor Mid Cap Value Instl Fund for 14.4 years
  • Harbor Mid Cap Value Instl Fund (HAMVX) has good mid-term performance (3-year return 9.61% vs 8.20% Mid-Cap Value category median performance)
  • Harbor Mid Cap Value Instl Fund (HAMVX) has good Long-term performance (5-year return 10.81% vs 8.87% Mid-Cap Value category median performance)
  • Harbor Mid Cap Value Instl Fund (HAMVX) ratio of up-years vs down years is greater than 2
  • Harbor Mid Cap Value Instl Fund (HAMVX) has a Morningstar rating of 4 and above
  • Asset base in Harbor Mid Cap Value Instl Fund (HAMVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Harbor Mid Cap Value Instl Fund (HAMVX) has an annual stock turnover rate of 12.00% vs Mid-Cap Value average of 53.78%. It is good that Harbor Mid Cap Value Instl management does not trade extensively for its return.
  • Harbor Mid Cap Value Instl Fund (HAMVX) has a lower expense ratio than its Mid-Cap Value average: 0.86% vs 1.18%
  • Harbor Mid Cap Value Instl Fund (HAMVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Harbor Mid Cap Value Instl Fund (HAMVX) Weakness What we are cautious about Harbor Mid Cap Value Instl (HAMVX) Fund

Data for Harbor Mid Cap Value Instl Fund (HAMVX) as of May 30, 2016

  • Harbor Mid Cap Value Instl Fund (HAMVX) has a less-than-ideal short-term performance (1-year return -6.21% vs -3.20% Mid-Cap Value category median performance)
  • Harbor Mid Cap Value Instl Fund (HAMVX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.72 that is higher than category average of 12.6
See Harbor Mid Cap Value Instl Fund (HAMVX) performance details as of May 30, 2016

 

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Compare Harbor Mid Cap Value Instl Fund (HAMVX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Harbor Mid Cap Value Instl2.65-6.219.6110.81
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Harbor Mid Cap Value Instl Fund (HAMVX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Harbor Mid Cap Value Instl Fund (HAMVX) Net Asset TrackingHarbor Mid Cap Value Instl (HAMVX) Fund Net Asset

Track net asset change of Harbor Mid Cap Value Instl fund (HAMVX)

DateNet Asset
05/2016$781.95M
03/2016$756.17M
02/2016$682.72M
More historic net asset information on Harbor Mid Cap Value Instl Fund (HAMVX)

  

Graph of Harbor Mid Cap Value Instl Fund (HAMVX) Portfolio TrackingHarbor Mid Cap Value Instl (HAMVX) Fund Portfolio Allocation

Track portfolio allocation change of Harbor Mid Cap Value Instl fund (HAMVX)

DateCashStockBondOther
03/20161.27%98.73%0%0%
12/20151.76%98.24%0%0%
09/20150.66%99.34%0%0%
Click here to see more historic asset allocation information on Harbor Mid Cap Value Instl Fund (HAMVX)

 

graph of Harbor Mid Cap Value Instl Fund (HAMVX) Top 10 Position TrackingTop 10 Holdings in Harbor Mid Cap Value Instl (HAMVX) Fund

Discover what Harbor Mid Cap Value Instl Fund (HAMVX) manager is buying

Mar 30, 2016
Public Service Enterprise Group [1.89%]
FirstEnergy Corporation Common [1.57%]
Entergy Corporation Common Stoc [1.51%]
Everest Re Group, Ltd. Common S [1.39%]
Ameriprise Financial, Inc. Comm [1.38%]
Xerox Corporation Common Stock [1.25%]
Tesoro Corporation Common Stock [1.21%]
The Goodyear Tire & Rubber Comp [1.21%]
Quest Diagnostics Incorporated [1.12%]
Brinker International, Inc. Com [1.05%]

Dec 30, 2015
Public Service Enterprise Group [1.61%]
Regions Financial Corporation C [1.29%]
Cigna Corporation Common Stock [1.23%]
Brinker International, Inc. Com [1.22%]
Quest Diagnostics Incorporated [1.05%]
Tesoro Corporation Common Stock [1.04%]
The Goodyear Tire & Rubber Comp [1.03%]
Everest Re Group, Ltd. Common S [1.01%]
FirstEnergy Corporation Common [1%]
American Electric Power Company [1%]

Sep 29, 2015
Public Service Enterprise Group [1.64%]
Cigna Corporation Common Stock [1.25%]
SCANA Corporation Common Stock [1.24%]
Regions Financial Corporation C [1.24%]
Avery Dennison Corporation Comm [1.15%]
Hartford Financial Services Gro [1.13%]
Cummins Inc. Common Stock [1.1%]
Edison International Common Sto [1.08%]
KeyCorp Common Stock [1.05%]
Tesoro Corporation Common Stock [1.05%]
Click here for Stock Holding Change Map in Harbor Mid Cap Value Instl Fund (HAMVX)

  

Latest News on Harbor Mid Cap Value Instl (HAMVX) Fund

See what is happening with Harbor Mid Cap Value Instl Fund (HAMVX)

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Harbor Mid Cap Value Instl Fund (HAMVX) Related ResourcesSee more information on Harbor Mid Cap Value Instl (HAMVX) Fund

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