Harbor Capital Appreciation Fund Institutional Class (HACAX) Research
This fund primarily invests its capital in equity securities, specifically common and preferred shares, issued by U.S. companies. The Subadviser selects these companies based on their potential for above-average growth, ensuring they had a market capitalization of at least $1 billion at the point of purchase. The portfolio focuses on mid and large-capitalization firms that the Subadviser expects to maintain or achieve superior earnings expansion. Furthermore, up to 20% of the fund's total assets may be allocated to non-U.S. securities, a portion of which may originate from issuers located in or conducting operations within emerging markets.
Market snapshot
- Symbol
- HACAX
- Price
- $123.15
- Day change
- +1.37%
- Market cap
- $27.5B
- 52-week range
- 100.12-135.57
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
- Harbor Capital Appreciation Fund - Retirement Class (HNACX)
- Harbor Capital Appreciation Fund Administrative Class (HRCAX)
- T. Rowe Price Mid-Cap Growth Fund Advisor Class (PAMCX)
- T. Rowe Price Value Fund Advisor Class (PAVLX)
- PGIM Total Return Bond Fund Class Z (PDBZX)
- Parnassus Core Equity Fund - Institutional Shares (PRILX)
- American Century Ultra Fund C Class (TWCCX)
Open Harbor Capital Appreciation Fund Institutional Class (HACAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.