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Harbor Large Cap Value Inv HILVX

Quantitative rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 20.30  /  0.93 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.050%
  • 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.

Summary

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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.

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