Harbor Mid Cap Value Fund Retirement Class (HNMVX) Research
This fund aims to deliver substantial overall growth over an extended period. Its portfolio primarily consists of equities, specifically common shares, issued by companies with a medium market capitalization. Typically, the fund commits a significant portion—at least 80% of its net assets, supplemented by any funds borrowed for investment purposes—to these mid-sized company holdings under regular market conditions. Overseen by its sub-advisor, the investment strategy is actively managed, employing a sophisticated quantitative analysis model to pinpoint and advise on investment choices. This methodology combines a "bottom-up" stock picking strategy with a "contrarian value" mindset, often seeking out undervalued firms that are overlooked by the broader market.
Market snapshot
- Symbol
- HNMVX
- Price
- $32.14
- Day change
- +0.19%
- Market cap
- $432.8M
- 52-week range
- 25.78-32.8
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- William Blair Emerging Markets Small Cap Growth Fund Class I (BESIX)
- Cullen International High Dividend Fund Retail Class (CIHDX)
- Nuveen Mid Cap Value Fund Class C (FACSX)
- Harbor Mid Cap Value Fund Administrative Class (HRMVX)
- Madison Large Cap Fund Class Y (MINVX)
- Madison Large Cap Fund Class A (MNVAX)
- Columbia Select Small Cap Value Fund Class A (SSCVX)
- PGIM QMA Small-Cap Value Fund- Class C (TRACX)
Open Harbor Mid Cap Value Fund Retirement Class (HNMVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.