Nasdaq - Delayed Quote USD

Harbor Mid Cap Value Instl (HAMVX)

25.46
-0.02
(-0.08%)
At close: 8:04:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.05%
5y Average Return 17.19%
Number of Years Up 15
Number of Years Down 7
Best 1Y Total Return (May 21, 2025) 44.06%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 44.06%
Worst 3Y Total Return -0.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HAMVX
Category
YTD
-5.79%
21.28%
1-Month
-3.27%
-1.96%
3-Month
-9.21%
4.90%
1-Year
1.07%
55.83%
3-Year
7.07%
11.08%
5-Year
16.05%
11.93%
10-Year
6.17%
10.64%
Last Bull Market
15.56%
25.54%
Last Bear Market
-12.34%
-22.08%

Annual Total Return (%) History

Year
HAMVX
Category
2025
--
--
2024
12.04%
--
2023
16.33%
--
2022
-5.55%
--
2021
29.97%
--
2020
-3.78%
2.63%
2019
22.90%
25.18%
2018
-17.68%
-12.86%

2017
11.96%
13.22%
2016
18.99%
18.06%
2015
-5.62%
-5.41%
2014
14.15%
9.31%
2013
44.06%
35.14%
2012
19.16%
16.60%
2011
-3.76%
-3.96%
2010
20.60%
21.92%
2009
39.98%
35.41%
2008
-37.05%
-36.77%
2007
-6.52%
0.83%
2006
15.91%
15.87%
2005
10.15%
8.82%
2004
15.45%
17.85%
2003
22.16%
33.85%
2002
--
-13.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.60% -- -- --
2024 10.53% -5.51% 9.41% -1.96%
2023 0.85% 5.36% -2.18% 11.93%
2022 -0.70% -12.34% -4.74% 13.91%
2021 19.26% 4.81% -3.15% 7.36%
2020 -39.73% 21.95% 6.06% 23.43%
2019 12.47% 0.94% 0.89% 7.31%
2018 -2.42% 1.00% 1.08% -17.36%
2017 3.02% -0.13% 2.98% 5.67%
2016 2.70% -1.03% 6.09% 10.35%

2015 3.29% -2.11% -8.70% 2.24%
2014 4.62% 4.41% -2.59% 7.27%
2013 15.17% 4.44% 6.95% 11.99%
2012 13.09% -5.35% 7.08% 3.96%
2011 7.54% -1.20% -21.85% 15.91%
2010 9.30% -11.41% 11.83% 11.38%
2009 -14.10% 23.48% 25.00% 5.58%
2008 -9.49% -5.52% -2.68% -24.36%
2007 4.13% 4.90% -7.49% -7.49%
2006 5.96% -0.08% 0.79% 8.62%
2005 0.71% 3.81% 4.61% 0.72%
2004 3.88% 1.82% -1.52% 10.84%
2003 -8.77% 15.30% 3.07% 12.67%
2002 -6.72% -20.28% 10.31% --

Rank in Category (By Total Return)

YTD 58
1-Month 43
3-Month 62
1-Year 67
3-Year 24
5-Year 24

Load Adjusted Returns

1-Year 1.07%
3-Year 7.07%
5-Year 16.05%
10-Year 6.17%

Performance & Risk

YTD Return -1.05%
5y Average Return 17.19%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Harbor
Net Assets 321.11M
YTD Return -5.79%
Yield 1.39%
Morningstar Rating
Inception Date Mar 01, 2002

Fund Summary

The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadvisor's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for The fund invests in a bottom-up, contrarian value approach.

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