Harbor Mid Cap Growth Inv
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
Map
Phone: 800-422-1050
| Category: | Mid-Cap Growth | | Fund Family: | Harbor | | Net Assets: | 133.99M | | Year-to-Date Return: | -11.92% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-02 |
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Michael T. Carmen
Lead Manager since
20-Sep-05 | | | Carmen has been a vice president with Wellington Management since 1999. Prior, he was an equity portfolio manager with Kobrick Funds from 1997 through 1999. He was a vice president with State Street Research 1996 until 1997, after a seven-month tenure with Mongomery Asset Management. Originally, he joined State Street in 1992 as an analyst. Carmen holds the Chartered Financial Analyst and a Charted Public Accountant designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | 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 growth of capital. The fund normally invests at least 80% of assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of mid-cap companies with market capitalizations that fall within the range of the Russell Midcap Growth index. It may invest up to 25% of total assets in foreign securities, which may include emerging markets. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.46 | | Annual Holdings Turnover
| 107.00% | | Average for Category:
| 117.59% |
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| Expense | HIMGX | Category
Avg | | Total Expense Ratio: | 1.27%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$409 | $701 | | 5 Yr Expense Projection*: |
$708 | $1,080 | | 10 Yr Expense Projection*: |
$1,556 | $2,122 |
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1.49% Nasdaq 
0.27%
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