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 Capital Advisors Inc
Manager/Tenure (Years) Blair A. Boyer (7), Natasha Kuhlkin (7), Owuraka Koney (1)
Website http://www.harborfund.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 0.46%
Stock 99.54%
U.S. Stock 96.27%
Non-U.S. Stock 3.27%
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 0.86%
30-Day Total Return -0.91%
60-Day Total Return 0.74%
90-Day Total Return 4.50%
Year to Date Total Return 9.10%
1-Year Total Return 6.16%
2-Year Total Return 28.98%
3-Year Total Return 91.98%
5-Year Total Return 50.00%
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 $127.22
1-Month Low NAV $125.88
1-Month High NAV $132.12
52-Week Low NAV $100.12
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $134.40
52-Week High Price (Date) Nov 03, 2025
Beta / Standard Deviation HACAX-NASDAQ Click to
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Beta 1.31
Standard Deviation 17.76
Balance Sheet HACAX-NASDAQ Click to
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Total Assets 25.34B
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 15.84%
Last Bear Market Total Return -25.48%