HAMVX Mutual Fund

HAMVX Mutual Fund (Harbor Mid Cap Value Fund Insti Cl) is managed by Harbor Funds with $254.2M in net assets. HAMVX expense ratio is 0.85%, holding 181 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2002-03-01.

HAMVX performance shows a YTD return of 23.67%. The 1-year return is 38.81% and the 5-year return is 13.11%. HAMVX dividend yield stands at 7.01%, paid annually.

HAMVX top holdings include Stt Un Equity (1.9%), Jazz Pharmaceuticals Plc. (1.6%), Sandisk Corp (1.4%), Citizens Financial Group Inc (1.3%), Toll Brothers Inc (1.3%). Go to all HAMVX holdings, HAMVX sectors, or HAMVX dividends.

HAMVX can be compared against other funds. Use HAMVX overlap to find shared positions, or HAMVX vs another fund for a side-by-side view. HAMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.