Harbor Mutual Funds List
Here you can find all mutual funds issued by Harbor and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 14
- Avg. Expense Ratio
- 0.87%
- Avg. 1 Year Return
- 24.25%
- Avg. 5 Year Return
- 7.79%
- Median Risk/Return Score
- 33 / 100
Harbor Mutual Funds List
14 results
Explore top Harbor Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Harbor Mutual funds by Risk/Return Score
The top Harbor Mutual funds by PortfoliosLab Risk/Return Score are HICSX (89) and HAMVX (84).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Harbor Convertible Securities Fund | 89 | — | May 2011 | |
| Harbor Mid Cap Value Fund | 84 | — | Mar 2002 | |
| Harbor Small Cap Value Fund | 63 | — | Dec 2001 | |
| Harbor Mid Cap Fund | 47 | — | Dec 2019 | |
| Harbor Overseas Fund | 47 | — | Mar 2019 |
Best-Performing Harbor Mutual funds Over 5 Years
The top Harbor Mutual funds is HNACX (15.01%).
Across the lineup, Harbor Mutual funds show an average 1-year return of 24.25% and an average 5-year return of 7.79%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Harbor Capital Appreciation Fund Retirement Class | 15.01% | — | — | |
| Harbor Capital Appreciation Fund Class I | 14.93% | — | Dec 1987 | |
| Harbor Overseas Fund | 10.89% | — | Mar 2019 | |
| Harbor Mid Cap Value Fund | 10.60% | — | Mar 2002 | |
| Harbor Convertible Securities Fund | 8.87% | — | May 2011 |
Lowest-Cost Harbor Mutual funds
The top Harbor Mutual funds is HABDX (0.38%).
With an average expense ratio of 0.87%, Harbor Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Harbor Core Plus Fund | 0.38% | — | Dec 1987 | |
| Harbor Core Bond Fund | 0.40% | — | Jun 2018 | |
| Harbor Capital Appreciation Fund Retirement Class | 0.57% | — | — | |
| Harbor Large Cap Value Fund | 0.69% | — | Dec 1987 | |
| Harbor Capital Appreciation Fund Class I | 0.71% | — | Dec 1987 |
Highest-Yield Harbor Mutual funds
The top Harbor Mutual funds is HAVLX (21.49%).
Across the lineup, Harbor Mutual funds show an average dividend yield of 6.19%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Harbor Large Cap Value Fund | 21.49% | — | Dec 1987 | |
| Harbor Capital Appreciation Fund Class I | 10.20% | — | Dec 1987 | |
| Harbor Capital Appreciation Fund Retirement Class | 10.14% | — | — | |
| Harbor International Small Cap Fund | 7.94% | — | Jan 2016 | |
| Harbor Mid Cap Value Fund | 7.47% | — | Mar 2002 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
HACAX vs. SPGPHACAX vs. FXAIXHACAX vs. VOOVHACAX vs. VOOGHACAX vs. VITAXHNACX vs. FCNTXHNACX vs. FXAIXHNACX vs. VOOHNACX vs. SPYHNACX vs. VFIAXHAINX vs. OSEAHAINX vs. VXUSHAINX vs. JANRXHAINX vs. DJIAHAINX vs. SWPPXHASCX vs. IWOHASCX vs. IVOGHASCX vs. VTSAXHASCX vs. SPYHASCX vs. VDIGXHASGX vs. AMDVXHASGX vs. DGROHASGX vs. IVOGHASGX vs. FCPGXHASGX vs. VUGHABDX vs. RCTIXHABDX vs. HOSGXHABDX vs. VTINXHABDX vs. SCHVHABDX vs. VCOBXHAMVX vs. WMCVXHAMVX vs. FDEGXHAMVX vs. RPMGXHAMVX vs. PRDMXHAMVX vs. FXAIXHACBX vs. COPXHACBX vs. CSRIXHACBX vs. VTCHACBX vs. FBNDHACBX vs. SBIHAVLX vs. VTSAXHAVLX vs. DSIHAVLX vs. VOOHAVLX vs. QUALHAVLX vs. SPHQHAONX vs. ARTKXHAONX vs. HMCNXHAONX vs. HIISXHAONX vs. HICSXHAONX vs. GSINX