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Morningstar

Harbor International Institutional HAINX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 42.33  /  0.70 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 3.32%
  • Turnover 14%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HAINX

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

People Pillar

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

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

Evolving.

Senior Analyst

Summary

| by Adam Sabban

The experience of Harbor International’s managers and the common philosophy that unites them underpin the fund’s Morningstar Analyst Rating of Silver or Bronze, depending on share class fees.

Unlock our full analysis with Morningstar Investor