A topnotch team, well-executed process, and Morningstar's enhanced ratings methodology underpin the upgrade of Harbor Capital Appreciation's Morningstar Analyst Rating to Gold from Silver for its institutional and retirement shares. Pricier share classes remain Silver.
Will HCAIX 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 HCAIX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of HCAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.