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Harbor Capital Appreciation Fund Insti Cl: (MF: HACAX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$122.71 USD
+0.47 (0.38%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 1987 and is managed by Harbor Capital Advisors, Inc. The fund seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at $1 billion and above average prospects for growth. The fund may invest up to 20% of its assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. Dividends and capital gains are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | NA | NA | 0.00 | 0.00 | 0.60 | 0.67 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | 122.71 | 12/29/1987 | 0.00 | 15.84 | 27.78 | 15.17 |
| Harbor Capital Appreciation Inv | HCAIX | 111.33 | 11/4/2002 | 0.00 | 15.43 | 27.32 | 14.75 |
| Harbor Capital Appreciation Retire | HRCAX | 116.53 | 11/4/2002 | 0.00 | 15.54 | 27.46 | 14.88 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |