C
Harbor Capital Appreciation Fund Institutional Class HACAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings HACAX-NASDAQ Click to
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Rating C
Reward Index Good
Reward Grade B
Risk Index Fair
Risk Grade C-
Company Info HACAX-NASDAQ Click to
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Provider Harbor
Manager/Tenure (Years) Kathleen A. McCarragher (12), Blair A. Boyer (6), Natasha Kuhlkin (6)
Website http://www.harborcapital.com
Fund Information HACAX-NASDAQ Click to
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Fund Name Harbor Capital Appreciation Fund Institutional Class
Category Large Growth
Sub-Category US Equity Large Cap Growth
Prospectus Objective Growth
Inception Date Dec 29, 1987
Open/Closed To New Investors Open
Minimum Initial Investment 50,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares HACAX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend HACAX-NASDAQ Click to
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Dividend Yield (Forward) 0.42%
Asset Allocation HACAX-NASDAQ Click to
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Cash 0.48%
Stock 99.53%
U.S. Stock 95.68%
Non-U.S. Stock 3.85%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History HACAX-NASDAQ Click to
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7-Day Total Return -3.43%
30-Day Total Return -6.54%
60-Day Total Return -5.11%
90-Day Total Return -6.30%
Year to Date Total Return -3.49%
1-Year Total Return 11.97%
2-Year Total Return 73.44%
3-Year Total Return 52.08%
5-Year Total Return 115.16%
Price HACAX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV HACAX-NASDAQ Click to
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Nav $109.70
1-Month Low NAV $109.70
1-Month High NAV $120.48
52-Week Low NAV $101.72
52-Week Low NAV (Date) Apr 19, 2024
52-Week High NAV $131.94
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation HACAX-NASDAQ Click to
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Beta 1.18
Standard Deviation 22.12
Balance Sheet HACAX-NASDAQ Click to
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Total Assets 28.10B
Operating Ratios HACAX-NASDAQ Click to
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Expense Ratio 0.67%
Turnover Ratio 28.00%
Performance HACAX-NASDAQ Click to
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Last Bull Market Total Return 20.43%
Last Bear Market Total Return -25.48%
Weiss Ratings