Strength in Harbor Large Cap Value Inv's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 20.30 / 0.93 %
- Total Assets 2.1 Bil
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.81%
- Turnover 24%
Morningstar’s Analysis HILVX
Will HILVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.