Advertisement
Skip to Content
Morningstar

Harbor Disruptive Innovation Admin HRMGX

Morningstar Analyst Rating
Quantitative rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 4.06  /  2.64 %
  • Total Assets 94.3 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 75%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis HRMGX

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

People Pillar

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

Summary

|

Weakness in Harbor Disruptive Innovation Admin's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor