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Harbor Mid Cap Value Fund Institutional Class (HAMVX)

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25.09 -0.31    -1.22%
14/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 224.72M
Type:  Fund
Market:  United States
Issuer:  Harbor
Asset Class:  Equity
Harbor Mid Cap Value Instl 25.09 -0.31 -1.22%

HAMVX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Harbor Mid Cap Value Instl (HAMVX) fund. Our Harbor Mid Cap Value Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.43 1.43 0.00
Stocks 98.57 98.57 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 9.79 14.42
Price to Book 1.53 1.97
Price to Sales 0.58 1.15
Price to Cash Flow 4.69 8.71
Dividend Yield 2.97 2.29
5 Years Earnings Growth 11.25 10.81

Sector Allocation

Name  Net % Category Average
Financial Services 21.36 17.94
Consumer Cyclical 17.75 11.81
Industrials 15.78 17.90
Technology 10.41 10.35
Healthcare 8.01 9.22
Consumer Defensive 6.94 6.30
Energy 5.68 6.41
Real Estate 5.49 7.64
Basic Materials 3.54 5.15
Utilities 3.08 6.58
Communication Services 1.97 3.00

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 148

Number of short holdings: 1

Name ISIN Weight % Last Change %
  PulteGroup US7458671010 1.75 114.09 -1.20%
  Jabil Circuit US4663131039 1.71 119.48 -1.34%
  Hartford US4165151048 1.65 99.47 -0.25%
  HP Inc US40434L1052 1.56 35.51 -2.58%
  Snap-On US8330341012 1.52 262.24 -2.45%
  Owens Corning US6907421019 1.52 176.58 -2.54%
  Cummins US2310211063 1.47 266.48 -1.44%
  Cardinal Health US14149Y1082 1.47 100.20 -0.41%
  Kroger US5010441013 1.40 50.38 -0.28%
  AGCO US0010841023 1.39 103.68 -1.70%

Top Equity Funds by Harbor

  Name Rating Total Assets YTD% 3Y% 10Y%
  Harbor Capital Appreciation Instl 18.32B 13.54 7.37 15.40
  Harbor Capital Appreciation Retirem 10.36B 13.58 7.46 -
  Harbor International Institutional 2.64B 7.91 1.99 3.42
  Harbor Small Cap Value Instl 1.75B 5.70 3.23 9.23
  Harbor Small Cap Growth Instl 984.12M 2.34 -0.46 10.14
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