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Morningstar

Harbor Small Cap Growth Inv HISGX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 11.08  /  +1.09 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 83%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

Competitive.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Harbor Small Cap Growth’s sound approach merits an Above Average Process rating, but concerns about personnel turnover warrant an Average People rating.

by Eric Schultz
Rated on Published on

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Portfolio Holdings HISGX

More HISGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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