Mutual Funds - Profile

Harbor Funds Harbor Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.

The sub-advisor’s investment process begins with companies in the benchmark index with market capitalization below $15 billion. The research team then narrows down the list of companies using bottom-up research and fundamental analysis to identify growth businesses.

Next, the research team identifies companies with strong earnings growth, improving operating trends, a superior management team, and attractive relative value.

The fund has the flexibility to invest up to 25% of its net assets in foreign companies.

More

Price

  • Last Close
  • $5.45
    +0.08
  • 52 Week HL
  • $7.25 - $5.17
  • Net Assets
  • $273 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Align Technology 4.4
Lululemon Athletica 3.9
Draftkings Inc 3.3
Chipotle Mexican 3.3
CoStar Group 3.2
Company Holding
Workday Inc 3.0
Fair Isaac 2.9
DexCom Inc 2.6
Match Group 2.5
Lennar Corp. 2.5
Total 31.6%

Manager

  • Name
  • Stephen Mortimer
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-18.1 % YTD

  • 3 Year
  • -41.05%
  • 5 Year
  • -36.36%
  • Best
  • 45.02%
    2003
  • Worst
  • -48.28%
    2021

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HRMGX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -9.7% 0.2% -17.8% 24.4% 5.5% 9.5% -6.1% 5.4% 2.1% 9.8% -
Q2 - 5% 41.5% 5.2% 9.1% 9.1% 3.8% 2.1% 3.7% 5.7% -
Q3 - -2.8% 17.6% -4.8% 6.9% 4.2% 6.6% -10.7% -3.2% 7.8% -
Q4 - -49.4% 1.8% -12% -18.6% 5.6% -3.3% 4.6% 4.1% 8.7% -

Returns +
M

J F M A M J J A S O N D
2022 -18.1% - - - - - - - - - - -
2021 -0.1% 2.1% -1.8% 5.1% -5.1% 5.3% 2.2% 0.8% -5.6% 3.6% -3.3% -49.5%

Annual
Return

Index Comparison

Alpha

NAV