Harbor Mid Cap Value Fund Administrative Class (HRMVX) Research

The fund aims to generate strong long-term total returns. It primarily allocates capital to equity securities, particularly common stocks, issued by companies of medium capitalization. Under typical market conditions, at least 80% of its net assets—including any borrowed funds used for investment—are committed to securities of mid-cap companies. The Subadviser implements an actively managed strategy, leveraging a quantitative investment model to inform its selection process, employing a bottom-up and contrarian value philosophy to identify opportunities.

Market snapshot

Symbol
HRMVX
Price
$32.70
Day change
+0.21%
Market cap
$425.7M
52-week range
26.2-33.38
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 Retirement Class (HNMVX)
  • 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 Administrative Class (HRMVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.