Morningstar

Harbor Human Capital Factor Uncons ETF HAPY ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Harbor Investment Hub

Morningstar’s Analysis HAPY

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

  • People Pillar

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

Despite People Pillar weakness and an Average Process Pillar, Harbor Human Capital Factor Uncons ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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