Harbor Capital Appreciation Fund (HCAIX) Research

The fund predominantly invests in the common and preferred stock of U.S. corporations. The Subadviser focuses on companies with a market capitalization of at least $1 billion at the point of acquisition, selecting those believed to possess above-average growth potential. For the mid and large-capitalization companies held in the portfolio, the Subadviser anticipates they will either sustain or attain earnings growth rates that exceed the norm. A maximum of 20% of the total assets may be directed towards securities from non-U.S. issuers, which can include businesses located in or conducting operations within emerging markets.

Market snapshot

Symbol
HCAIX
Price
$110.06
Day change
+1.35%
Market cap
$27.5B
52-week range
89.55-122.86
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Ultra Fund (AULDX)
  • Franklin DynaTech Fund (FDTRX)
  • Franklin Rising Dividends Fund (FRDAX)
  • Franklin Rising Dividends Fund (FRDPX)
  • MFS Institutional International Equity Fund (MIEIX)
  • Parnassus Core Equity Fund (PRBLX)
  • T. Rowe Price Mid-Cap Growth Fund (RRMGX)
  • T. Rowe Price Value Fund (TRVLX)

Open Harbor Capital Appreciation Fund (HCAIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.