Harbor Capital Appreciation Fund Institutional Cl (HACAX)
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.
HACAX Mutual Fund Chart & Stats
- Previous Close
- $119.73
- Sub-Category
- Large Cap
- Total Liabilities
- $18.88M
- Last Dividend Ex-Date
- Dec 11, 2025
- Expense Ratio
- 0.67%
- Holding Count
- 50
- Brand
- Harbor Funds
- Dividend Yield
- (10.96%)
- Category
- Equity
- Total Assets
- 25.01B
- Shares Outstanding
- N/A
- 52-Week Range
- $100.12 - $132.83
HACAX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| NVDANvidia Corporation | 10.08% |
| AAPLApple Inc | 7.46% |
| AVGOBroadcom Inc. | 6.58% |
| AMZNAmazon.Com, Inc. | 6.38% |
| MSFTMicrosoft | 5.80% |
| LLYEli Lilly And Company | 5.18% |
| GOOGAlphabet Inc. Class C | 4.45% |
| GOOGLAlphabet Inc. Class A | 4.19% |
| AMDAdvanced Micro Devices, Inc. | 3.62% |
| METAMeta Platforms, Inc. | 2.95% |
| Total | 56.69% |
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