Harbor Capital Appreciation Fund Institutional Class

Frequently Asked Questions About HACAX

What does HACAX invest in?

This fund primarily invests its capital in equity securities, specifically common and preferred shares, issued by U.S. companies. The Subadviser selects these companies based on their potential for above-average growth, ensuring they had a market capitalization of at least $1 billion at the point of purchase. The portfolio focuses on mid and large-capitalization firms that the Subadviser expects to maintain or achieve superior earnings expansion. Furthermore, up to 20% of the fund's total assets may be allocated to non-U.S. securities, a portion of which may originate from issuers located in or conducting operations within emerging markets.

What is the expense ratio of HACAX?

Harbor Capital Appreciation Fund Institutional Class (HACAX) charges an expense ratio of 0.67%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HACAX?

Harbor Capital Appreciation Fund Institutional Class (HACAX) manages $25.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HACAX actively managed or an index fund?

HACAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HACAX launched?

Harbor Capital Appreciation Fund Institutional Class (HACAX) launched in December 1987 and is managed by the fund issuer.

How has HACAX performed?

HACAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.