Morningstar

Harbor Long-Term Growers ETF WINN ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis WINN

Will WINN outperform in the 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 WINN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A manager departure doesn’t dent this strategy’s appeal.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Harbor Long-Term Growers ETF retains its Above Average People and Process ratings. Subadvisor Jennison’s longtime manager Kathleen McCarragher’s retirement marks a notable change, but an experienced management team, deep research bench, and proven investment framework should keep this strategy on solid footing.

by Natalia Arrigoni
Rated on Published on

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