Harbor Capital Mutual Funds List
Here you can find all mutual funds issued by Harbor Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.77%
- Avg. 1 Year Return
- 36.73%
- Avg. 5 Year Return
- 13.39%
- Median Risk/Return Score
- 95 / 100
Harbor Capital Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | Mid Cap Value Equities | Mar 1, 2016 | 0.77% | 23.81% | 10.88% | 7.08% | 95 |
Explore top Harbor Capital 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 Capital Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 95 | — | Mar 2016 |
Best-Performing Harbor Capital Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 13.39% | — | Mar 2016 |
Lowest-Cost Harbor Capital Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 0.77% | — | Mar 2016 |
Highest-Yield Harbor Capital Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 7.08% | — | Mar 2016 |
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