HASCX – Fund Analysis – Harbor Small Cap Value Instl | Morningstar

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Will HASCX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HASCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A unique team with a solid approach.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Harbor Small Cap Value's talented yet unconventional team applies a proven process, making this strategy a worthy option, though the fund is closed to new investors.

by Tony Thorn

Rated on Jul 10, 2024 Published on Jul 10, 2024

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