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Morningstar

Harbor Small Cap Growth Inv HISGX

Morningstar Analyst Rating
Analyst rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 9.38  /  0.43 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 75%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis HISGX

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

People Pillar

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

Team turnover leads to a downgrade.

Analyst

Summary

| by Eric Schultz

Consistent personnel turnover lowers conviction in Harbor Small Cap Growth’s team. The strategy’s Morningstar Analyst Rating falls to Bronze from Silver for its cheapest share classes. Its more-expensive shares remain Bronze.

Unlock our full analysis with Morningstar Investor