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Morningstar

Harbor Diversified Intl All Cp Instl HAIDX

Morningstar Analyst Rating
Quantitative rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 11.66  /  1.10 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 1.33%
  • Turnover 24%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HAIDX

Will HAIDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HAIDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HAIDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HAIDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Harbor Diversified Intl All Cp Instl’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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