Strength in Harbor Large Cap Value Instl’s People Pillar and Parent Pillar drive this strategy's Morningstar Medalist Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 19.03 / 0.90 %
- Total Assets 1.8 Bil
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.690%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 1.55%
- Turnover 24%
Morningstar’s Analysis HAVLX
Will HAVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 43
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector