Skip to Content
Morningstar

Harbor Small Cap Value Instl HASCX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
34.63  /  1.17 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Below Average
Longest Manager Tenure
20.80 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
50,000
Status
Open
TTM Yield
0.11%
Turnover
17%

Morningstar’s Fund Analysis HASCX

Will HASCX 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 HASCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HASCX 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 HASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Unconventional, but proven.

Associate Director

Summary

|

Harbor Small Cap Value’s atypical team and process are proven and consistent, and that, plus a minor fee reduction on the Investor shares, earns all four share classes a Morningstar Analyst Rating of Silver. The strategy is closed to new investors.

Unlock our full analysis with Morningstar Investor