Harbor Small Cap Value’s capable team and consistent investment process underpin a Morningstar Analyst Rating of Silver for three of its four share classes, while the more expensive Investor shares retain Bronze.
Harbor Small Cap Value Instl HASCX
NAV / 1-Day Return
39.90
/
2.41
%
Total Assets
2.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.870%
Expense Ratio
0.870%
Fee Level
Below Average
Longest Manager Tenure
20.45
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
50,000
Status
Limited
TTM Yield
0.10%
Turnover
17%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
