Morningstar

Harbor International Core Fund Retirement Class HAORX

Morningstar Medalist Rating
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Medalist Rating as of See Harbor Investment Hub
  • NAV / 1-Day Return $19.26  /  −0.36 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 0.770%
  • Net Expense Ratio 0.770%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.86%
  • Turnover Ratio 123%
NAV and 1-Day Return as of

Morningstar’s Analysis HAORX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Harbor International Core Retirement holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings HAORX

More HAORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
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