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Harbor Capital Appreciation Fund Investor Class: (MF: HCAIX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 05:58 PM ET
$102.30 USD
+0.21 (0.21%)
Zacks MF Rank
3-Hold of 5 3
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 $1 billion and above average prospects for growth. The fund may invest up to 20% of its assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. Dividends and capital gains are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inv | HCAIX | NA | NA | 0.00 | 0.25 | 0.60 | 1.02 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Inst | HACAX | 117.72 | 12/29/1987 | 0.00 | 13.95 | 31.72 | 10.48 |
| Harbor Capital Appreciation Inv | HCAIX | 102.30 | 11/4/2002 | 0.00 | 13.55 | 31.25 | 10.08 |
| Harbor Capital Appreciation Retire | HRCAX | 110.97 | 11/4/2002 | 0.00 | 13.66 | 31.39 | 10.21 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |