Nasdaq - Delayed Quote USD
Harbor Mid Cap Value Retirement (HNMVX)
22.86
+0.89
+(4.05%)
At close: 5:13:46 PM EDT
Fund Summary
The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadvisor's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for The fund invests in a bottom-up, contrarian value approach.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -14.61% |
| 5y Average Return | 15.32% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HNMVX | Category Average | HNMVX | Category Average | HNMVX | Category Average | |
| Alpha | -1.92 | -0.09 | 1.71 | -0.07 | -6.42 | -0.06 |
| BETA | 1.06 | 0.01 | 1.01 | 0.01 | 1.16 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 1.7 | 0.01 | 0.7 | 0.01 |
| R-squared | 72.49 | 0.85 | 70.94 | 0.82 | 75.48 | 0.84 |
| Standard Deviation | 21.39 | 0.25 | 20.19 | 0.2 | 20.56 | 0.17 |
| Sharpe Ratio | 0.19 | 0.01 | 0.87 | 0.01 | 0.31 | 0.01 |
| Treynor Ratio | 1.84 | 0.08 | 17.16 | 0.09 | 3.81 | 0.09 |
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