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Harbor Capital Appreciation Fund Insti Cl: (MF: HACAX)
(NASDAQ Mutual Funds) As of Oct 23, 2025 05:19 PM ET
$130.14 USD
+1.33 (1.03%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund primarily invests in equity securities, focusing on common and preferred stocks of U.S. companies with market capitalizations of at least $1 billion, identified as having above average growth prospects. The Subadvisor employs a bottom-up approach to manage the portfolio, involving comprehensive company evaluations, including management discussions and site visits. Key financial criteria for stock selection include superior earnings and sales growth, improving profitability, and strong balance sheets. The focus is on companies exhibiting unique attributes such as a strong market position and capable management. The fund also considers ESG factors.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | NA | NA | 0.00 | 0.00 | 0.60 | 0.67 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | 130.14 | 12/29/1987 | 0.00 | 20.07 | 30.71 | 12.95 |
| Harbor Capital Appreciation Inv | HCAIX | 114.59 | 11/4/2002 | 0.00 | 19.64 | 30.25 | 12.55 |
| Harbor Capital Appreciation Retire | HRCAX | 122.79 | 11/4/2002 | 0.00 | 19.76 | 30.39 | 12.67 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | 50000 | 0 | 50000 | A |
Contact Information
| Family | Harbor Funds |
| Address | 111 South Wacker Drive, 34th Floor Chicago, IL 60606 |
| Phone | 800 422-1050 |