Harbor Capital Appreciation Fund - Retirement Class (HNACX) Research
The fund primarily invests in the equity securities of U.S.-based companies, focusing on both common and preferred stocks. The Subadviser hand-picks these companies based on their strong potential for growth, specifically targeting those with a market valuation of at least $1 billion at the time of acquisition. The portfolio typically emphasizes mid and large-capitalization firms that the Subadviser expects will achieve or maintain superior earnings growth. Additionally, the fund has the flexibility to allocate up to 20% of its total assets to international securities, with the option to include investments in businesses operating within emerging markets.
Market snapshot
- Symbol
- HNACX
- Price
- $123.85
- Day change
- +1.37%
- Market cap
- $27.1B
- 52-week range
- 100.67-136.21
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
- Harbor Capital Appreciation Fund Institutional Class (HACAX)
- 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 - Retirement Class (HNACX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.