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Harbor Small Cap Value Instl HASCX Fund Analysis

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

Morningstar’s Analysis HASCX

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

  • People Pillar

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

A non-traditional but proven team and process.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Harbor Small Cap Value’s atypical team and process are proven and consistent, making the strategy a great small-cap value option, though the fund is closed to new investors.

by Tony Thorn
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