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Harbor Capital Appreciation Fund Investor Class: (MF: HCAIX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$102.44 USD
-0.89 (-0.86%)
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 $1 billion and above average prospects for growth. The fund may invest up to 20% of its assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. Dividends and capital gains are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inv | HCAIX | NA | NA | 0.00 | 0.25 | 0.60 | 1.03 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | 107.80 | 12/29/1987 | 0.00 | 12.03 | 16.06 | 15.31 |
| Harbor Capital Appreciation Inv | HCAIX | 102.44 | 11/4/2002 | 0.00 | 11.62 | 15.64 | 14.90 |
| Harbor Capital Appreciation Retire | HRCAX | 101.55 | 11/4/2002 | 0.00 | 11.74 | 15.77 | 15.02 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Harbor Capital Appreciation Inv | HCAIX | 2500 | 0 | 1000 | A |
Contact Information
| Family | Harbor Funds |
| Address | 111 South Wacker Drive, 34th Floor Chicago, IL 60606 |
| Phone | 800 422-1050 |