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HMCLX:NASDAQHarbor Mid Cap Fund Institutional Class Analysis

Data as of 2026-08-20 - not real-time

$18.09

Latest Price

2/10Risk

Risk Level: Low

Executive Summary

At $18.09, Harbor Mid Cap Institutional shows a bullish moving-average alignment, with shorter averages sitting above longer ones. Across the trailing 30 sessions it gained 2.2%. Momentum indicators put RSI at 51.8 (neutral) with MACD reading bullish. Price has been bracketed by support at $17.67 and resistance at $18.61.
The 0.01% expense ratio is very low for its category, and the fund manages $234.0M in assets.
Risk scores 2 out of 10, which is low for this asset class. With 30-day volatility of 12.9%, a beta of 0.86 and a maximum drawdown of 9.0%, the drawdown profile is forgiving relative to most of the market. The wider market backdrop reads extreme greed at 93 on the fear-greed composite.
Across every horizon the signals point the same way: buy, at a conviction of 4 out of 10.

Top Market Events

Invesco India Midcap Fund has been in the first quartile in the last 15 months.Seeking Alpha1monHarbor Mid Cap Fund Q1 2026 CommentaryPerformance data shown represents past performance and is no...

Market Outlook

Short Term

< 1 year
Positive
Model confidence: 7/10

Key Factors

  • Short-term moving averages stacked above long-term ones
  • Trading above the 200-day average of 16.89
  • MACD momentum is positive

Medium Term

1–3 years
Positive
Model confidence: 6/10

Key Factors

  • Short-term moving averages stacked above long-term ones
  • Trading above the 200-day average of 16.89
  • MACD momentum is positive

Long Term

> 3 years
Positive
Model confidence: 4/10

Key Factors

  • Low expense ratio of 0.01%
  • Short-term moving averages stacked above long-term ones
  • 30-day volatility of 12.9%

Key Metrics & Analysis

Mutual Fund Metrics

Expense Ratio0.01%
Turnover Ratio22.00%
BenchmarkS&P 500
Max Drawdown-8.99%
Style DriftLow

Technical Analysis

TrendBullish
RSI51.8
Support$17.67
Resistance$18.61
MA 20$18.16
MA 50$18.02
MA 200$16.89
MACDBullish
VolumeStable
Fear & Greed Index92.84

Risk Assessment

Beta0.86
Volatility12.95%
Sector RiskMedium
Currency RiskLow
Liquidity RiskMedium

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.