Harbor Mid Cap Fund (HMCNX)
The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. 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 Subadviser employs a disciplined investment approach that seeks to identify companies that, in the Subadviser's view, demonstrate strong business fundamentals and earnings prospects that are not fully captured in the companies' current market valuations.
Fund Info
US41152P8804
Dec 2, 2019
$2,500
Mid-Cap
Blend
Expense Ratio
HMCNX has a high expense ratio of 1.24%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Harbor Mid Cap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Harbor Mid Cap Fund had a return of 2.19% year-to-date (YTD) and 7.18% in the last 12 months.
HMCNX
2.19%
-1.52%
2.33%
7.18%
6.67%
N/A
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of HMCNX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.18% | 2.19% | |||||||||||
| 2024 | -0.88% | 3.98% | 4.61% | -6.03% | 1.44% | -0.71% | 5.59% | 1.56% | 0.87% | -1.92% | 5.74% | -6.77% | 6.73% |
| 2023 | 9.18% | -1.91% | -2.57% | -1.44% | -2.11% | 7.63% | 3.00% | -2.62% | -4.99% | -3.80% | 9.08% | 5.54% | 14.35% |
| 2022 | -4.75% | -1.62% | 0.57% | -6.82% | 3.43% | -8.62% | 8.95% | -4.22% | -9.97% | 6.18% | 5.09% | -7.76% | -19.74% |
| 2021 | -0.49% | 4.84% | 4.77% | 4.33% | -0.29% | -0.29% | 1.58% | 1.49% | -4.40% | 5.40% | -1.11% | 4.62% | 21.86% |
| 2020 | -0.97% | -7.22% | -17.56% | 13.14% | 8.12% | 0.94% | 5.06% | 4.43% | -1.60% | 0.86% | 11.01% | 4.79% | 18.45% |
| 2019 | 3.52% | 3.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of HMCNX is 32, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Harbor Mid Cap Fund (HMCNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Harbor Mid Cap Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.02 | $0.01 | $0.00 | $0.00 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.14% | 0.09% | 0.00% | 0.00% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Harbor Mid Cap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Harbor Mid Cap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Harbor Mid Cap Fund was 38.10%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Harbor Mid Cap Fund drawdown is 4.97%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.1% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -23.82% | Jan 5, 2022 | 196 | Oct 14, 2022 | 484 | Sep 19, 2024 | 680 |
| -7.98% | Sep 3, 2020 | 14 | Sep 23, 2020 | 11 | Oct 8, 2020 | 25 |
| -7.9% | Nov 26, 2024 | 17 | Dec 19, 2024 | — | — | — |
| -6.69% | Oct 13, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The current Harbor Mid Cap Fund volatility is 3.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.