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Morningstar

Harbor Small Cap Growth Admin HRSGX

Morningstar Medalist Rating
Medalist Rating as of | See Harbor Investment Hub
  • NAV / 1-Day Return 11.85  /  −0.25 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield —
  • Turnover 83%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HRSGX

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

  • People Pillar

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

A solid option.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Harbor Small Cap Growth benefits from a solid approach but concerns about personnel turnover limit its Morningstar Medalist Rating to Bronze for all share classes.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HRSGX

More HRSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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