HAMVX Mutual Fund

HAMVX Mutual Fund (Harbor Mid Cap Value Fund Insti Cl) is managed by Harbor Funds with $296.7M in net assets. HAMVX expense ratio is 0.85%, holding 200 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2002-03-01.

HAMVX performance shows a YTD return of 24.38%. The 1-year return is 32.05% and the 5-year return is 13.35%. HAMVX dividend yield stands at 1.11%, paid annually.

HAMVX top holdings include State Street Corp. (1.9%), Arrow Electronics Inc. (1.5%), Jazz Pharmaceuticals Plc. (1.4%), Hewlett Packard Enterprise Co (1.4%), Marathon Petroleum Corp. (1.2%). 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.