Harbor Mid Cap Value Instl
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
Map
Phone: 800-422-1050
| Category: | Mid-Cap Value | | Fund Family: | Harbor | | Net Assets: | 54.59M | | Year-to-Date Return: | -12.80% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-02 |
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Josef Lakonishok
Lead Manager since
30-Sep-04 | | | Lakonishok has served as chief executive officer, partner for LSV Asset Management since its founding in 1994. He serves as a William G. Karnes professor of finance at the University of Illinois at Urbana-Champaign. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term total return. The fund normally invests substantially all, but must invest at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of mid-cap companies. It invests primarily in equity securities, principally common stocks, of mid-cap companies that, in the subadviser's opinion, are out-of-favor (undervalued) in the market place at the time of purchase and have potential for appreciation. |
| Last Dividend
(19-Dec-07):
| 0.19 | | Last Cap Gain
(19-Dec-07):
| 0.47 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 79.50% |
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| Expense | HAMVX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 0.00%
| 2.54% | | 3 Yr Expense Projection*: |
$325 | $632 | | 5 Yr Expense Projection*: |
$563 | $957 | | 10 Yr Expense Projection*: |
$1,248 | $1,921 |
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0.29% Nasdaq 
0.14%
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