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Harbor Mid Cap Value Fund;Institutional

Ranked 770 out of 852 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks a long-term total return. Though investing in Mid cap value stocks of companies with improving fundamentals and priced at a discount to their peers.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 1.0%
2017 12.0% 3.0% -0.1% 3.0% 5.7%
2016 19.0% 2.7% -1.0% 6.1% 10.4%
2015 -5.6% 3.3% -2.1% -8.7% 2.2%
2014 14.2% 4.6% 4.4% -2.6% 7.3%
2013 44.1% 15.2% 4.4% 7.0% 12.0%
2012 19.2% 13.1% -5.4% 7.1% 4.0%
2011 -3.8% 7.5% -1.2% -21.9% 15.9%
2010 20.6% 9.3% -11.4% 11.8% 11.4%
2009 40.0% -14.1% 23.5% 25.0% 5.6%
2008 -37.1% -9.5% -5.5% -2.7% -24.4%
2007 -6.5% 4.1% 4.9% -7.5% -7.5%
2006 15.9% 6.0% -0.1% 0.8% 8.6%
2005 10.2% 0.7% 3.8% 4.6% 0.7%
2004 15.5% 3.9% 1.8% -1.5% 10.8%
2003 22.2% -8.8% 15.3% 3.1% 12.7%
2002 -6.7% -20.3% 10.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/03/2002
  • Share Class size859Mn
  • Base currencyUSD
  • ISIN US4115118352

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).