Harbor capital appreciation fund.

The fund has returned 30.23 percent over the past year, 2.35 percent over the past three years, 10.37 percent over the past five years, and 13.60 percent over the past decade.HACAX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ... 800-422-1050. Class. Long-Term Growth Investing. Active manager with five decades of experience identifying companies with sustainable competitive advantages and long-term growth potential. The team’s investors attempt to exploit market inefficiencies by investing in companies with underappreciated multi-year, structural growth opportunities.Harbor Capital Appreciation Fund Investor Class; Harbor Capital Appreciation Fund Investor Class Fund , HCAIX. 84.80 0.00 0.00%. 11/28/2023 12:00 AM NAV. Add to watchlist. NAV. 84.8 Nav.HNACX: Harbor Capital Appreciation Fund - Retirement Class - Fund Profile. Get the lastest Fund Profile for Harbor Capital Appreciation Fund - Retirement Class from Zacks Investment Research

Fidelity 500 Index Fund. $126.29 -4.23 -3.24%. QREARX. TIAA Real Estate Account. $577.4379 +0.2728 0.05%. Returns quoted represent past performance which is no guarantee of future results ...

Harbor Capital Appreciation Fund (HACAX) Long-Term Growth Investing. Active manager with five decades of experience identifying companies with sustainable …

Harbor Capital Appreciation's focus on blue chips has served it well. As of November 27, 2023, the fund has assets totaling almost $24.48 billion invested in 55 different holdings.A high-level overview of Harbor Capital Appreciation Fund Inv (HCAIX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadviser considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the ...Harbor Capital Appreciation Fund - Retirement Class Release Date 09-30-23 ... Advisor Harbor Capital Advisors Inc Subadvisor Jennison Associates LLC Notes The Advisor has contractually agreed to reduce the management fee to …The Harbor Capital Appreciation Fund has experienced significant positive performance on a year-to-date basis and it is expected that the Fund will pay shareholders a higher annual capital gain than a typical year. Estimated capital gains will be published here at the end of October. Please consult with a tax professional to determine any ...

Harbor Capital Appreciation Fund Domestic stock fund |Institutional Class Fund facts †Risk level Low High Total net assets ‡Gross expense as of 03/01/23 §Net expense ... Fund -3.42% 32.20% 30.23% 2.35% 10.37% 13.60% Benchmark -3.13% 24.98% 27.72% 7.97% 12.42% 14.48% The performance data shown represent past performance, which is not ...

Find the latest Harbor Capital Appreciation Inv (HCAIX) stock quote, history, news and other vital information to help you with your stock trading and investing.

0.44%. Effective on February 2, 2022, Income Research + Management (“IR+M”) replaced Pacific Investment Management Company, LLC (“PIMCO”) as investment subadviser to Harbor Bond Fund (the “Fund”). In connection with this change, the Fund was renamed “Harbor Core Plus Fund” and its investment strategy changed to reflect IR+M’s ...United States. Phone. 800-422-1050. Fax. E-mail. Website. HARBOR CAPITAL APPRECIATION CIT CLASS 5- Performance charts including intraday, historical charts and prices and keydata.Sep 30, 2023 · Fiscal Q3 Schedule of Holdings. Harbor Core Plus Fund. 9/30/23. Harbor Convertible Securities Fund. 9/30/23. Harbor Core Bond Fund. 9/30/23. Find Harbor Capital's prospectuses and fund documents. 0.44%. Effective on February 2, 2022, Income Research + Management (“IR+M”) replaced Pacific Investment Management Company, LLC (“PIMCO”) as investment subadviser to Harbor Bond Fund (the “Fund”). In connection with this change, the Fund was renamed “Harbor Core Plus Fund” and its investment strategy changed to reflect IR+M’s ...Get the latest Harbor Capital Appreciation Fund Retirement Class (HNACX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...HCAIX: Harbor Capital Appreciation Fund Investor Class - Fund Profile. Get the lastest Fund Profile for Harbor Capital Appreciation Fund Investor Class from Zacks Investment Research

Harbor Capital Appreciation Fund. Tax Information. Distributions you receive from the Fund are subject to federal income tax and may also be subject to state and local taxes. These distributions will generally be taxed as ordinary income or capital gains, unless you are investing through a tax-deferred retirement account, such as a 401(k) plan ...Harbor Capital Appreciation Fund (HNACX) is a growth-oriented fund that seeks long-term capital appreciation by investing in companies with strong earnings potential and …AMD. 2.84%. View Holdings As of 09/30/2023. Harbor Capital Appreciation Fund;Institutional mutual fund holdings by MarketWatch. View HACAX holdings data and information to see the mutual fund ...HACAX Quote - Harbor Capital Appreciation Fund - Bloomberg Subscribe S&P 500 4,559.34 +0.06% Nasdaq 14,250.85 –0.11% Crude Oil 75.18 –2.49% US 10 Yr 100.27 +2,133.70% Euro 1.09 +0.32% Dow Jones...Harbor Capital Appreciation Fund’s management team named “2021 Large Cap Equity Manager of the Year” Harbor Capital Appreciation Fund’s subadviser, Jennison Associates, was recently named “2021 Large Cap Equity Manager of the Year” by Envestnet, in partnership with Investment Advisor Magazine.Harbor Capital Appreciation's focus on blue chips has served it well. As of November 27, 2023, the fund has assets totaling almost $24.48 billion invested in 55 different holdings.

Jul 20, 2023 · HACAX Performance - Review the performance history of the Harbor Capital Appreciation Instl fund to see it's current status, yearly returns, and dividend history. The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at ...

Export. Harbor Capital Advisors, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. It was founded in 1983 and is a wholly owned subsidiary of ORIX Corporation, a global financial services company based in Tokyo, Japan. Harbor Capital provides discretionary investment advisory services to its clients ...This profile of Harbor Capital Appreciation Fund Investo provides details such as thefund objective, fees and fund minimums, average annual total returns, style, and after-tax returns.During the second quarter of 2023, the Harbor Capital Appreciation Fund (Institutional Class) returned 15.70%, outperforming its benchmarks, the Russell 1000® Growth Index, which returned 12.81%, and the S&P 500 Index, which returned 8.74%.risks, charges and expenses of a Harbor Fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing. Table of Contents Harbor Funds Distributors, Inc. is the Distributor of the Harbor Funds.Harbor Capital Appreciation Fund MANAGER COMMENTARY As of 09/30/2023 Best Performers Average Weight % Return % ELI LILLY & CO 3.56 14.77 CROWDSTRIKE HOLDINGS INC - A 0.77 13.97 NOVO -NORDISK A/S-SPONS ADR 2.10 12.77 ALPHABET INC-CL A 2.69 9.32 ALPHABET INC-CL C 2.69 8.99 Worst Performers Average Weight % Return % ADYEN NV 0.61 -51.55 HACAX Harbor Capital Appreciation Fund Inst. Holdings and Sector Allocations. Follow. $92.15-0.02 (-0.02%)11/30/23. Mutual Fund | $USD | NAV.affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet.

Harbor Capital Appreciation Fund Domestic stock fund |Institutional Class Fund facts †Risk level Low High Total net assets ‡Gross expense as of 03/01/23 §Net expense ... Fund -3.42% 32.20% 30.23% 2.35% 10.37% 13.60% Benchmark -3.13% 24.98% 27.72% 7.97% 12.42% 14.48% The performance data shown represent past performance, which is not ...

Harbor Capital Appreciation (Institutional) $ -$ $65.46 Harbor Capital Appreciation (Administrative) $ - $62.90 Harbor Capital Appreciation (Investor) $ -$ $60.55 Harbor Convertible Securities (Retirement) $0.02 $ - $0.02 $9.67 Harbor Convertible Securities (Institutional) $0.01 $ - $0.01 $9.67

Patient Harbor Capital Appreciation Fund investors have been rewarded thus far in 2023 given the tailwinds of moderating inflation, a general level setting of interest rate expectations, and the Fund’s ability to source durable growth amidst a general scarcity of earnings expansion across the broader market.Distributed by Harbor Funds Distributors, Inc. Page 2 of 5 Fund and Share Class Ordinary Income Short-Term Capital Gains1 Long-Term Capital Gains Total Distribution Net Asset Value Per Share2 Total Distribution % of NAV Harbor Capital Appreciation (Retirement)3 $ - $17.57 $122.81 14% Harbor Capital Appreciation (Institutional)3 - 17.57 122.71 14%HACAX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ... Harbor Capital Appreciation Fund Investor Class; Harbor Capital Appreciation Fund Investor Class Fund , HCAIX. 84.80 0.00 0.00%. 11/28/2023 12:00 AM NAV. Add to watchlist. NAV. 84.8 Nav.3.3%. Natasha Kuhlkin, CFA, is a managing director and a large cap growth equity portfolio manager and research analyst. She joined Jennison Associates in May 2004. Prior to Jennison, Natasha was an equity research analyst at Palisade Capital Management, covering the consumer staples and cyclicals sectors. From 1998 to 2003, Natasha was …(Harbor Capital Appreciation Fund) Dear Sirs: Harbor Capital Advisors, Inc. (the “Adviser”), a Delaware corporation, with its principal offices at 111 South Wacker Drive, Chicago, Illinois 60606, is the investment adviser to Harbor Funds (the “Trust”) on behalf of Harbor Capital Appreciation Fund (the “Fund”).· The Trust has been ...HACAX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ... Harbor Capital Advisors, Inc. Subadvisor Jennison Associates LLC (“Jennison”) has subadvised the Fund since May 1990. Portfolio Managers The co- portfolio managers are jointly and primarily responsible for the day-to-day investment decision making for the Fund. Kathleen A. McCarragher Jennison Associates LLCHACAX. Fund. •. Index. •. Category. This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. If the inception date of the Fund is less than the time ...

For more information about any fund offered, call 800-523-1188 to obtain aprospectus or, if available, asummary prospectus. Investment objectives, risks, charges, expenses, and other important information about afund are contained in the prospectus; read and consider it carefully before investing. Latest Harbor Capital Appreciation Fund Institutional Class (HACAX) share price with interactive charts, historical prices, comparative analysis, forecasts, ... The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross …The Fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadvisorconsiders to have above average prospects for growth.The Subadvisor uses a bottom-up approach, researching and evaluating individual ...Instagram:https://instagram. ritm stock dividendocci dividendhow to get into gold businessaiiex Foreside Fund Services, LLC is the Distributor of the Harbor ETFs. Investing involves risk and the potential loss of capital. Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800 ... amzn options chainwhat is abbvie Harbor Capital Appreciation Fund. IMPORTANT INFORMATION. 2991140-20230713. Author: Joanna Fan Created Date: 20230710030140Z ... nyse stwd Find the latest performance data chart, historical data and news for Harbor Capital Appreciation Fund Insti Cl (HACAX) at Nasdaq.com.Harbor Funds is based in Chicago, IL, and is the manager of HACAX. The Harbor Capital Appreciation Institutional made its debut in December of 1987 and HACAX has managed to accumulate roughly $18.21 billion in assets, as of the most recently available information. The fund's current manager is a team of investment professionals.