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Morningstar

Harbor Disruptive Innovation Inv HIMGX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 4.35  /  +2.35 %
  • Total Assets 71.3 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 72%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HIMGX

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

  • People Pillar

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

Weakness in Harbor Disruptive Innovation Inv's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HIMGX

More HIMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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