Harbor Capital Appreciation Fund Insti Cl: (MF: HACAX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$121.07 USD
+0.55 (0.46%)
Fund Description
The fund was incepted in December 1987 and is managed by Harbor Capital Advisors, Inc. The fund 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 $1 billion and above average prospects for growth. The fund may invest up to 20% of its assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. Dividends and capital gains are distributed annually in December.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Harbor Capital Appreciation Inst | HACAX | NA | NA | 0.00 | 0.00 | 0.60 | 0.67 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Harbor Capital Appreciation Inst | HACAX | 121.07 | 12/29/1987 | 0.00 | 32.66 | 4.64 | 18.05 |
Harbor Capital Appreciation Inv | HCAIX | 102.85 | 11/4/2002 | 0.00 | 32.19 | 4.26 | 17.62 |
Harbor Capital Appreciation Retire | HRCAX | 109.54 | 11/4/2002 | 0.00 | 32.34 | 4.38 | 17.75 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Harbor Capital Appreciation Inst | HACAX | 50000 | 0 | 50000 | A |
Contact Information
Family | Harbor Funds |
Address | 111 South Wacker Drive, 34th Floor Chicago, IL 60606 |
Phone | 800 422-1050 |