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 203 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2002-03-01.

HAMVX performance shows a YTD return of 24.65%. The 1-year return is 31.05% and the 5-year return is 12.83%. HAMVX dividend yield stands at 6.96%, paid annually.

HAMVX top holdings include State Street Corp. (2.0%), Jazz Pharmaceuticals Plc. (1.6%), General Motors Co (1.2%), Citizens Financial Group Inc. (1.1%), Incyte Corp. (1.1%). 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.