Harbor Capital Appreciation Fund Quote
| HCAIX Fund | USD 113.28 0.38 0.33% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Harbor Capital is trading at 113.28 as of the 23rd of November 2024; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 113.66. Harbor Capital has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Harbor Capital Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
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 Subadvisor considers to have above average prospects for growth. More on Harbor Capital Appreciation
Moving together with Harbor Mutual Fund
| 0.89 | HICSX | Harbor Vertible Secu | PairCorr |
| 0.65 | HIIGX | Harbor International | PairCorr |
| 0.93 | HIMGX | Harbor Mid Cap | PairCorr |
| 0.86 | HIMVX | Harbor Mid Cap | PairCorr |
Moving against Harbor Mutual Fund
Harbor Mutual Fund Highlights
| Fund Concentration | Harbor Funds, Large Growth Funds, Large Growth, Harbor, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Harbor Capital Appreciation [HCAIX] is traded in USA and was established 23rd of November 2024. Harbor Capital is listed under Harbor category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Harbor family. This fund currently has accumulated 25.12 B in assets under management (AUM) with no minimum investment requirementsHarbor Capital Appre is currently producing year-to-date (YTD) return of 25.86%, while the total return for the last 3 years was 3.69%.
Check Harbor Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Harbor Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Harbor Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Harbor Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Harbor Capital Appreciation Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NFLX | Netflix | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Harbor Capital Appre Risk Profiles
| Mean Deviation | 0.7916 | |||
| Semi Deviation | 1.14 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.26 |
Harbor Capital Against Markets
Other Information on Investing in Harbor Mutual Fund
Harbor Capital financial ratios help investors to determine whether Harbor Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Harbor with respect to the benefits of owning Harbor Capital security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device |