3 / 5 Stars
4 4 2 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#28 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.65 percent over the past year, 13.37 percent over the past three years, 20.17 percent over the past five years, and 9.88 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.0%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||20.2%|
|10 Years (Annualized)||9.9%|
The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks of mid cap companies. The adviser defines mid cap companies as those with market capitalizations that fall within the range of the Russell Midcap® Growth Index. It normally invests at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of mid cap companies. The fund may invest up to 25% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
Fees are Low compared to funds in the same category.
Harbor Mid Cap Growth Fund has an expense ratio of 0.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.