HAMGX Rating, Research - Harbor Mid Cap Growth Instl

Harbor Mid Cap Growth Instl (hamgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 36

Threats + Weaknesses = 21

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hamgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Harbor Mid Cap Growth Instl (HAMGX) Description: HAMGX is a mutual fund, which is an investment that owns a basket of assets. The HAMGX mutual fund was provided by Harbor and this investment vehicle derives the majority of its value from equity holdings (stocks). Harbors mutual fund has a medium management tenure and is in the average fund size classification. HAMGXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HAMGXs expense ratio is roughly 1%. The latest HAMGXs front end load was 0% and the back end load was 0%. The Harbor Mid Cap Growth Instl (HAMGX) mutual fund falls under the mid-cap growth category. HAMGX focuses its investments in USA and HAMGX is not affiliated with a particular industry or fund sector. The Harbor Mid Cap Growth Instl (HAMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HAMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HAMGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in companies whose market capitalization falls within the range of the companies in the S&P MidCap 400 Index or the Russell Midcap Value Index. While the fund invests most assets in U.S. common stocks (see stock research), it may also purchase other securities including foreign stocks (see stock research), futures, and options.

Management Analysis Update

Performance Analysis Update