HRMVX Mutual Fund

HRMVX Mutual Fund (Harbor Mid Cap Value Fund Administrative Class) is managed by Harbor Funds with $3.5M in net assets. HRMVX expense ratio is 1.10%, holding 181 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2002-11-01.

HRMVX performance shows a YTD return of 23.47%. The 1-year return is 38.41% and the 5-year return is 12.82%. HRMVX dividend yield stands at 6.70%, paid annually.

HRMVX top holdings include State Street Corp. (1.9%), Jazz Pharmaceuticals Plc. (1.6%), Sandisk Corp/De (1.4%), Citizens Financial Group Inc (1.3%), Toll Brothers Inc (1.3%). Go to all HRMVX holdings, HRMVX sectors, or HRMVX dividends.

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