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Harbor Capital Appreciation Fund Investor Class: (MF: HCAIX)

(NASDAQ Mutual Funds) As of Oct 28, 2026 05:54 PM ET

$114.59 USD

+0.37 (0.32%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.74 45
3 months 4.90 4
6 months 23.33 6
1 Year 10.53 52
3 Year 23.46 16
5 Year 10.07 45
10 Year 16.90 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.23
Bull Market (2/09 - 3/21) 1,435.54

Load Adjusted Returns as of Sep 30, 2026

1 Year 10.53
5 Year 10.06
10 Year 16.90
Since Inception 12.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.01 17.56 4.90 NA
2025 -10.15 19.47 5.02 0.72
2024 13.61 6.39 1.32 6.12
2023 18.20 15.60 -3.50 16.18
2022 -13.68 -25.54 -1.89 -1.57
2021 -3.48 13.43 0.30 4.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.7413.5529.9853.19-37.9415.2153.8632.79-1.3936.09-1.42
% Total Return Rel to Index -3.00-4.664.9626.95-19.73-13.4635.461.303.0014.29-13.36
% Total Return Rel to Peer 0.430.8310.5930.19-18.24-6.8433.944.365.4715.41-9.24
% Perf Quintile vs Peer* 4.003.001.001.005.005.001.002.002.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.0013.1212.360.000.0018.7912.766.676.657.923.49
Expense Ratio 1.021.021.031.031.021.011.031.031.021.021.01

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