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Harbor Capital Appreciation Fund Insti Cl: (MF: HACAX)

(NASDAQ Mutual Funds) As of Jun 22, 2018 08:15 PM ET

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$79.32 USD

-0.82 (-1.02%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of May 31, 2018

Total Return %* Percentile Rank Objective
YTD 10.81 6
3 months 2.75 23
6 months 11.54 5
1 Year 28.24 2
3 Year 15.30 2
5 Year 17.69 1
10 Year 11.65 3

* Annual for three years and beyond.

Zacks Premium Research for HACAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 45.90
% Yield 0.12
% SEC Yield
Net Assets (Mil $) 5/31/2018 23,896.84
%Turnover 5/31/2018 52.00

Risk

3 Year 5 Year 10 Year
Beta 1.14 1.09 0.97
Alpha 2.89 3.33 2.81
R Squared 0.75 0.72 0.83
Std. Dev. 13.52 12.73 15.93
Sharpe 1.15 1.42 1.00

Sector / Country Weightings

As of 5/31/2018 % of Portfolio
Technology 43.39
Non-Durable 11.92
Retail Trade 10.16
Industrial Cyclical 9.83
Finance 9.34
Other 6.55
Health 5.84
Services 1.65
Energy 1.32

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2018)
% of Portfolio Value (Mil$)
AMAZON.COM INC 4.71 1,483.30
APPLE INC 4.60 1,449.79
ALIBABA GROUP HOLDING LTD 4.21 1,325.42
MICROSOFT CORP 4.01 1,263.12
NETFLIX COM INC 3.39 1,068.02
FACEBOOK INC 3.35 1,056.22
TENCENT HOLDINGS LTD 3.31 1,041.96
VISA INC 3.11 979.71
MASTERCARD INC 3.02 953.12

Stock Holding % of Net Assets

As Of 1/31/2018
Total Issues 55
Avg. P/E 34.82
Avg. P/Book 5.01
Avg. EPS Growth 10.43
Avg. Market Value (Mil $) 270,891

Allocation

% of Portfolio
Large Growth 87.91
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 10.61
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00