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Harbor Capital Appreciation Inv HCAIX Fund Analysis

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

Morningstar’s Analysis HCAIX

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

  • People Pillar

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

Remains worthy despite a dimmer view.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

While its approach is sound, reduced conviction in the team lowers the People rating to Above Average from High and drops the Jennison Large Cap Growth Equity strategy, including the Harbor Capital Appreciation and PGIM Jennison Growth funds, separate account, and offshore vehicles, from its lofty standing.

by Chris Tate
Rated on Published on

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