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
15 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 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 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
HACAX vs. SPGPHACAX vs. FXAIXHACAX vs. VOOVHACAX vs. VITAXHACAX vs. VOOGHNACX vs. FXAIXHNACX vs. FCNTXHNACX vs. VOOHNACX vs. SPYHNACX vs. VFIAXHAINX vs. OSEAHAINX vs. JANRXHAINX vs. VXUSHAINX vs. DJIAHAINX vs. PRDSXHASCX vs. IWOHASCX vs. IVOGHASCX vs. VTSAXHASCX vs. SPYHASCX vs. VDIGXHAMVX vs. WMCVXHAMVX vs. FDEGXHAMVX vs. RPMGXHAMVX vs. PRDMXHAMVX vs. WGROXHABDX vs. RCTIXHABDX vs. HOSGXHABDX vs. VTINXHABDX vs. SCHVHABDX vs. VCOBXHASGX vs. AMDVXHASGX vs. IVOGHASGX vs. DGROHASGX vs. VUGHASGX vs. FCPGXHACBX vs. COPXHACBX vs. CSRIXHACBX vs. VTCHACBX vs. SBIHACBX vs. FBNDHAVLX vs. VTSAXHAVLX vs. DSIHAVLX vs. VOOHAVLX vs. QUALHAVLX vs. SPHQHAONX vs. HMCNXHAONX vs. ARTKXHAONX vs. HIISXHAONX vs. HICSXHAONX vs. IVFIX