Harbor Capital Appreciation Fund - Retirement Class

Frequently Asked Questions About HNACX

What does HNACX invest in?

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.

What is the expense ratio of HNACX?

Harbor Capital Appreciation Fund - Retirement Class (HNACX) charges an expense ratio of 0.59%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HNACX?

Harbor Capital Appreciation Fund - Retirement Class (HNACX) manages $26.20B 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 HNACX actively managed or an index fund?

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

When was HNACX launched?

Harbor Capital Appreciation Fund - Retirement Class (HNACX) launched in March 2016 and is managed by the fund issuer.

How has HNACX performed?

HNACX'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.