4 / 5 Stars
5 5 3 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap Value 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 33.50 percent over the past year, 16.48 percent over the past three years, 29.16 percent over the past five years, and 9.06 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||29.2%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of mid cap companies that, in the subadviser's opinion, are out of favor and thus undervalued in the marketplace at the time of purchase and have the potential for appreciation. The adviser defines mid cap companies as those with market capitalizations that fall within the range of the Russell Midcap® 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.
Fees are Low compared to funds in the same category.
Harbor Mid Cap Value Fund has an expense ratio of 0.93 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.