The upcoming retirement of an important manager isn't a reason to discount this strategy, which still has a team of other experienced managers and a time-tested investment process.
- NAV / 1-Day Return 43.52 / 0.09 %
- Total Assets 3.3 Bil
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Adj. Expense Ratio
- Expense Ratio 1.020%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 2.96%
- Turnover 14%
Morningstar’s Analysis HRINX
Will HRINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 306
- Bond Holdings 0
- Other Holdings 17
- % Assets in Top 10 Holdings 16.0