Harbor Small Cap Value’s capable team and consistent investment process underpin a Morningstar Analyst Rating of Silver for three of its four share classes, while the more expensive Investor shares retain Bronze.
Will HASCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of HASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.