Harbor Mid is trading at 5.53 as of the 26th of November 2024; that is 0.73 percent up since the beginning of the trading day. The fund's open price was 5.49. Harbor Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Harbor Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests primarily in equity securities, principally common stocks, of companies selected based on their potential for growth tied to disruptive innovation. The managers define disruptive innovation as the development of new products, services, technologies andor other advancements that could disrupt and displace existing businesses and business models over time. More on Harbor Mid Cap
Harbor Mid Cap [HRMGX] is traded in USA and was established 26th of November 2024. Harbor Mid is listed under Harbor category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Harbor family. This fund currently has accumulated 399.3 M in assets under management (AUM) with no minimum investment requirementsHarbor Mid Cap is currently producing year-to-date (YTD) return of 19.44%, while the total return for the last 3 years was -6.25%.
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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.
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.