HRMGX Rating, Research - Harbor Mid Cap Growth Adm

Harbor Mid Cap Growth Adm (hrmgx)

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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 hrmgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Harbor Mid Cap Growth Adm (HRMGX) Description: HRMGX is a mutual fund, which is an investment that owns a basket of assets. The HRMGX 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. HRMGXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HRMGXs expense ratio is roughly 1%. The latest HRMGXs front end load was 0% and the back end load was 0%. The Harbor Mid Cap Growth Adm (HRMGX) mutual fund falls under the mid-cap growth category. HRMGX focuses its investments in USA and HRMGX is not affiliated with a particular industry or fund sector. The Harbor Mid Cap Growth Adm (HRMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HRMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HRMGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund primarily invests in the common stocks (see stock research) of mid-sized companies whose stock prices the portfolio managers believe are undervalued. It normally invests at least 80% of assets in equity securities (see equity research) of companies whose market capitalization falls, at the time of purchase, within the 12-month average of the capitalization range of the Russell Midcap Value Index. The fund may invest in foreign equity and debt securities, which may include investments in emerging markets. It can also invest assets in derivatives.

Management Analysis Update

Performance Analysis Update