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Morningstar

Harbor Small Cap Growth Inv HISGX Fund Analysis

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

Morningstar’s Analysis HISGX

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

  • People Pillar

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

A solid option.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Harbor Small Cap Growth benefits from a solid approach but concerns about personnel turnover limit its Morningstar Medalist Rating to Bronze for all share classes.

by Eric Schultz
Rated on Published on

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