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Morningstar

Harbor Small Cap Value Instl HASCX

Morningstar Analyst Rating
Analyst rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 40.33  /  0.67 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 50,000
  • Status Limited
  • TTM Yield 0.29%
  • Turnover 15%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s 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.

Analyst

Summary

| by Anthony Thorn

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.

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