Advertisement
Skip to Content
Morningstar

Harbor Global Leaders Admin HRGAX

Morningstar Analyst Rating
Quantitative rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 24.37  /  0.54 %
  • Total Assets 70.8 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis HRGAX

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

People Pillar

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

Summary

|

Harbor Global Leaders Admin's Average People Pillar and Process Pillar ratings hold this strategy's 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-highest quintile among peers.

Unlock our full analysis with Morningstar Investor