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
- 15
- Avg. Expense Ratio
- 0.86%
- Avg. 1 Year Return
- 20.82%
- Avg. 5 Year Return
- 7.91%
- Median Risk/Return Score
- 57 / 100
Harbor Mutual Funds List
3 results
| 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 Core Plus Fund | Intermediate Core-Plus Bond | Dec 29, 1987 | 0.38% | -0.02% | 2.01% | 4.41% | 26 | ||||||||
| Harbor Core Bond Fund | Intermediate Core Bond | Jun 1, 2018 | 0.40% | -0.33% | — | 4.21% | 21 | ||||||||
| Harbor Convertible Securities Fund | Convertible Bonds | May 1, 2011 | 1.12% | 13.82% | 9.27% | 1.52% | 58 |
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 HNMVX (97) and HAMVX (96).
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 Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | |
| Harbor Small Cap Value Fund | 81 | — | Dec 2001 | |
| Harbor Overseas Fund | 75 | — | Mar 2019 | |
| Harbor Mid Cap Fund | 62 | — | Dec 2019 |
Best-Performing Harbor Mutual funds Over 5 Years
The top Harbor Mutual funds is HAMVX (13.22%).
Across the lineup, Harbor Mutual funds show an average 1-year return of 20.82% and an average 5-year return of 7.91%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 13.22% | — | Mar 2002 | |
| Harbor Mid Cap Value Fund Retirement Class | 13.21% | — | Mar 2016 | |
| Harbor Capital Appreciation Fund Retirement Class | 11.11% | — | — | |
| Harbor Capital Appreciation Fund Class I | 11.03% | — | Dec 1987 | |
| Harbor Overseas Fund | 10.96% | — | Mar 2019 |
Lowest-Cost Harbor Mutual funds
The top Harbor Mutual funds is HABDX (0.38%).
With an average expense ratio of 0.86%, 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 (20.70%).
Across the lineup, Harbor Mutual funds show an average dividend yield of 6.17%, 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 | 20.70% | — | Dec 1987 | |
| Harbor Capital Appreciation Fund Class I | 10.90% | — | Dec 1987 | |
| Harbor Capital Appreciation Fund Retirement Class | 10.84% | — | — | |
| Harbor International Small Cap Fund | 7.64% | — | Jan 2016 | |
| Harbor Diversified International All Cap Fund | 7.15% | — | Nov 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.