Harbor Mid Cap Fund (HMCNX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HMCNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HMCNX
HMCNX charges 1.24% annually. There are 101 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | HMCNX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | HMCNX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | HMCNX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | HMCNX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | HMCNX vs VEMPX |
Best Risk-Adjusted Alternatives to HMCNX
HMCNX has a PortfoliosLab risk / return rank of 57. There are 33 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | HMCNX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | HMCNX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | HMCNX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | HMCNX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | HMCNX vs FZAMX |
Top Performing HMCNX Alternatives (YTD)
HMCNX is at 15.40% YTD. There are 61 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | HMCNX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | HMCNX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | HMCNX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | HMCNX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | HMCNX vs FZAMX |
Lowest Volatility Alternatives to HMCNX
HMCNX has 14.60% 1-year volatility. There are 35 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | HMCNX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | HMCNX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | HMCNX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | HMCNX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | HMCNX vs RSINX |
Lowest Drawdown Alternatives to HMCNX
HMCNX has a 1-year max drawdown of -9.00%. There are 52 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | HMCNX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | HMCNX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | HMCNX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | HMCNX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | HMCNX vs DNLDX |
Other Mutual Funds from Harbor
The 10 most viewed Harbor mutual funds shown here include HACAX, HNACX, HAINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund Class I | Large Cap Growth Equities | 13 | 6.81% | — | Dec 1987 | HMCNX vs HACAX | |
| Harbor Capital Appreciation Fund Retirement Class | Large Cap Growth Equities | 13 | 6.86% | — | — | HMCNX vs HNACX | |
| Harbor International Fund | Foreign Large Cap Equities | 20 | 7.33% | — | Dec 1987 | HMCNX vs HAINX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 72 | 29.48% | — | Dec 2001 | HMCNX vs HASCX | |
| Harbor Mid Cap Value Fund | Mid Cap Value Equities | 90 | 20.95% | — | Mar 2002 | HMCNX vs HAMVX | |
| Harbor Small Cap Growth Fund | Small Cap Growth Equities | 42 | 17.40% | — | Nov 2000 | HMCNX vs HASGX | |
| Harbor Core Plus Fund | Intermediate Core-Plus Bond | 26 | 0.48% | — | Dec 1987 | HMCNX vs HABDX | |
| Harbor Core Bond Fund | Intermediate Core Bond | 21 | 0.24% | — | Jun 2018 | HMCNX vs HACBX | |
| Harbor Large Cap Value Fund | Large Cap Blend Equities | 11 | 3.57% | — | Dec 1987 | HMCNX vs HAVLX | |
| Harbor Overseas Fund | Foreign Large Cap Equities | 56 | 15.01% | — | Mar 2019 | HMCNX vs HAONX |
Often Compared With HMCNX
Investors most often compare HMCNX with FAMEX, KMVAX, BRAGX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HMCNX with Any Fund or Stock
Compare HMCNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HMCNX with funds that move differently
Harbor Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HMCNX.
Explore HMCNX Diversifiers