Harbor Capital Appreciation Fund Institutional Class
HACAX
NASDAQ
| Weiss Ratings | HACAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | HACAX-NASDAQ | Click to Compare |
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| Provider | Harbor Capital Advisors Inc | |||
| Manager/Tenure (Years) | Blair A. Boyer (7), Natasha Kuhlkin (7), Owuraka Koney (0) | |||
| Website | http://www.harborfund.com | |||
| Fund Information | HACAX-NASDAQ | Click to Compare |
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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 Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | HACAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.40% | |||
| Asset Allocation | HACAX-NASDAQ | Click to Compare |
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| Cash | 1.02% | |||
| Stock | 98.98% | |||
| U.S. Stock | 95.06% | |||
| Non-U.S. Stock | 3.92% | |||
| 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 Compare |
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| 7-Day Total Return | -5.48% | |||
| 30-Day Total Return | -8.89% | |||
| 60-Day Total Return | -12.98% | |||
| 90-Day Total Return | -14.74% | |||
| Year to Date Total Return | -14.13% | |||
| 1-Year Total Return | 8.80% | |||
| 2-Year Total Return | 12.24% | |||
| 3-Year Total Return | 65.88% | |||
| 5-Year Total Return | 46.28% | |||
| Price | HACAX-NASDAQ | Click to Compare |
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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 Compare |
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| Nav | $100.12 | |||
| 1-Month Low NAV | $100.12 | |||
| 1-Month High NAV | $110.79 | |||
| 52-Week Low NAV | $91.43 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $135.57 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | HACAX-NASDAQ | Click to Compare |
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| Beta | 1.25 | |||
| Standard Deviation | 16.56 | |||
| Balance Sheet | HACAX-NASDAQ | Click to Compare |
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| Total Assets | 24.40B | |||
| Operating Ratios | HACAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.67% | |||
| Turnover Ratio | 28.00% | |||
| Performance | HACAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.43% | |||
| Last Bear Market Total Return | -25.48% | |||