Harbor Mid Cap Fund Quote
| HMCRX Fund | USD 15.22 0.09 0.59% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Harbor Mid is trading at 15.22 as of the 1st of February 2025; that is 0.59 percent down since the beginning of the trading day. The fund's open price was 15.31. Harbor Mid has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. mid cap companies. Under normal market conditions, it invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. More on Harbor Mid Cap
Moving together with Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Harbor (View all Sectors) |
| Update Date | 31st of December 2024 |
Harbor Mid Cap [HMCRX] is traded in USA and was established 1st of February 2025. Harbor Mid is listed under Harbor category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Harbor family. This fund currently has accumulated 8.04 M in assets under management (AUM) with no minimum investment requirementsHarbor Mid Cap is currently producing year-to-date (YTD) return of 4.79% with the current yeild of 0.01%, while the total return for the last 3 years was 5.06%.
Check Harbor Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harbor Mid Cap Mutual Fund Constituents
| ICE | Intercontinental Exchange | Stock | Financials | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SWKS | Skyworks Solutions | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| RSG | Republic Services | Stock | Industrials | |
| PGR | Progressive Corp | Stock | Financials | |
| KEYS | Keysight Technologies | Stock | Information Technology |
Harbor Mid Cap Risk Profiles
| Mean Deviation | 0.6266 | |||
| Semi Deviation | 0.8086 | |||
| Standard Deviation | 0.8598 | |||
| Variance | 0.7392 |
Harbor Mid Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Mid financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Mid security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |