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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

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.03 40
3 months 5.11 64
6 months 25.69 18
1 Year 20.07 21
3 Year 30.71 8
5 Year 12.95 56
10 Year 17.12 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.72
Bear Market (10/07 - 2/09) -43.95
Bull Market (2/09 - 3/21) 1,400.56

Load Adjusted Returns as of Sep 30, 2025

1 Year 20.07
5 Year 12.95
10 Year 17.12
Since Inception 12.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.07 19.58 5.11 NA
2024 13.72 6.49 1.41 6.21
2023 18.30 15.70 -3.42 16.29
2022 -13.59 -25.48 -1.80 -1.49
2021 -3.38 13.52 0.40 5.00
2020 -11.82 34.28 15.83 12.59

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.0330.4553.74-37.7215.6354.4233.27-1.0236.60-1.0610.99
% Total Return Rel to Index -1.795.4327.49-19.51-13.0436.021.783.3614.80-13.009.60
% Total Return Rel to Peer 1.7511.0630.74-18.02-6.4234.504.845.8315.92-8.8812.59
% Perf Quintile vs Peer* 0.000.001.005.005.001.002.001.001.005.001.00
% Dividends 0.000.000.000.000.000.000.050.140.110.060.04
% Yield 0.000.000.000.000.000.000.050.200.130.090.07
Capital Gains ($) 0.0012.360.000.0018.7912.766.676.657.923.494.11
Expense Ratio 0.670.670.670.660.650.660.660.650.650.640.64

* 1 = Top 20%, 5 = Bottom 20%