The experience and stability of Harbor Strategic Growth’s team, more than its process, earns it a Morningstar Analyst Rating of Bronze for all but its most expensive share class, which is rated Neutral.
Will HISWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HISWX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HISWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HISWX’s parent organization’s priorities and whether they’re in line with investors’ interests.