Harbor Mid Cap Value Fund Retirement Class (HNMVX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HNMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HNMVX
HNMVX charges 0.77% annually. There are 32 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | HNMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | HNMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | HNMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | HNMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | HNMVX vs VMVIX |
Best Risk-Adjusted Alternatives to HNMVX
HNMVX has a PortfoliosLab risk / return rank of 95. There is 1 mutual fund in the Mid Cap Value Equities category with a higher risk-adjusted rank, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 95 | — | Mar 2002 | HNMVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | HNMVX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 92 | — | Aug 1998 | HNMVX vs NCBVX | |
| Fidelity Advisor Value Strategies Fund Class I | 89 | — | Jul 1995 | HNMVX vs FASOX | |
| Fidelity Mid Cap Value K6 Fund | 89 | — | May 2017 | HNMVX vs FCMVX |
Top Performing HNMVX Alternatives (YTD)
HNMVX is at 23.81% YTD. There are 19 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 28.98% | — | Dec 1983 | HNMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 28.94% | — | Jul 1995 | HNMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.76% | — | Sep 1996 | HNMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.57% | — | Aug 1986 | HNMVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.18% | — | Aug 2001 | HNMVX vs FVCSX |
Lowest Volatility Alternatives to HNMVX
HNMVX has 13.11% 1-year volatility. There are 30 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.36% | 37.20B | Sep 2011 | HNMVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.37% | — | Aug 2006 | HNMVX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.74% | — | Dec 2013 | HNMVX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.76% | 5.65B | Mar 2004 | HNMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.77% | — | Mar 2004 | HNMVX vs ACLAX |
Lowest Drawdown Alternatives to HNMVX
HNMVX has a 1-year max drawdown of -6.84%. There are 3 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | HNMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | HNMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | HNMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | HNMVX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 37.20B | Sep 2011 | HNMVX vs VMVAX |
Compare HNMVX with Any Fund or Stock
Compare HNMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HNMVX with funds that move differently
Harbor Mid Cap Value Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HNMVX.
Explore HNMVX Diversifiers