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Harbor International Institutional HAINX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
48.44  /  0.54 %
Total Assets
4.8 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Below Average
Longest Manager Tenure
2.92 years
Category
Foreign Large Blend
Investment Style
Large Blend
Min. Initial Investment
50,000
Status
Open
TTM Yield
0.96%
Turnover
12%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:18 PM GMT+00:00

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Morningstar’s Analysis

Will HAINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HAINX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the HAINX 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

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The Parent Pillar is our rating of HAINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Harbor International Loses Comanager, Adds Another; Ratings Unchanged

Analyst

Analyst Note

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David Cull no longer serves as comanager of Harbor International and has left Marathon Asset Management, effective June 29. The moves comes just six months after manager Michael Godfrey transitioned off the fund to work on other Marathon strategies, though he too is no longer employed by the firm. Cull and Godfrey both covered emerging markets for the (then) eight-member portfolio management team, which is divided up by region of coverage.

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