Harbor Capital Appreciation Fund Administrative Class (HRCAX) Research
The fund's primary objective is to achieve substantial capital appreciation over an extended period. Its portfolio is predominantly composed of equity instruments, specifically common and preferred shares, issued by American corporations. It strategically targets businesses with market valuations of at least $1 billion at the time of acquisition, which the sub-advisor identifies as possessing superior growth potential. For its mid-cap and large-cap allocations, the sub-advisor seeks out firms anticipated to deliver consistently high or accelerating earnings growth. Additionally, up to 20% of the fund's total holdings may be allocated to non-U.S. securities, including those from developing economies.
Market snapshot
- Symbol
- HRCAX
- Price
- $115.96
- Day change
- +1.36%
- Market cap
- $27.1B
- 52-week range
- 94.33-128.64
- 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 - Retirement Class (HNACX)
- T. Rowe Price Mid-Cap Growth Fund Advisor Class (PAMCX)
- T. Rowe Price Value Fund Advisor Class (PAVLX)
- Parnassus Core Equity Fund - Institutional Shares (PRILX)
- PGIM Total Return Bond Fund -Class R6 (PTRQX)
- American Century Ultra Fund C Class (TWCCX)
Open Harbor Capital Appreciation Fund Administrative Class (HRCAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.