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.
Will HISVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HISVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HISVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HISVX’s parent organization’s priorities and whether they’re in line with investors’ interests.