Harbor Mid Cap Value Fund (HAMVX) Research
This fund primarily allocates its capital to equity instruments, specifically common shares, issued by companies with a mid-market capitalization. Under typical market conditions, its investment strategy requires that a minimum of 80% of its total net assets, inclusive of any borrowed funds utilized for investment purposes, be committed to securities from these mid-cap firms. The Subadviser employs an active management methodology, leveraging a sophisticated quantitative model to both assess and determine the fund's investment selections, adhering to a bottom-up, contrarian value philosophy.
Market snapshot
- Symbol
- HAMVX
- Price
- $32.16
- Day change
- +0.19%
- Market cap
- $425.6M
- 52-week range
- 25.8-32.83
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Liberty All-Star Growth Fund, Inc. (ASG)
- Baron International Growth Fund (BIGFX)
- Columbia Select Small Cap Value Fund (CSSZX)
- Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF)
- abrdn U.S. Small Cap Equity Fund (GSXIX)
- Nuveen New York Quality Municipal Income Fund (NAN)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund (PRLAX)
- T. Rowe Price Target Retirement 2050 Fund (TRFOX)
Open Harbor Mid Cap Value Fund (HAMVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.