About HACAX
The Harbor Capital Appreciation Fund Institutional Class is a large-cap growth mutual fund designed for long-term capital appreciation. Managed by Jennison Associates, the fund focuses primarily on U.S. companies with market capitalizations exceeding $1 billion that exhibit strong growth potential and possess sustainable competitive advantages. Its portfolio is heavily weighted toward technology, consumer discretionary, and communication services sectors, with significant holdings in industry leaders such as NVIDIA, Amazon, Microsoft, and Apple. The fund employs a research-driven, active management approach, leveraging in-depth fundamental analysis to identify companies with underappreciated, multi-year growth opportunities. With a diversified portfolio of around 57 holdings and assets totaling over $27 billion, the Harbor Capital Appreciation Fund plays a prominent role within the U.S. large growth category. It is intended for institutional investors seeking exposure to innovative and high-growth companies, and it is recognized for its historically strong performance and disciplined investment philosophy focused on long-term value creation.
Fund Family Harbor Capital Advisors Inc
Category Large-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HACAX
Share Class Institutional Class
Index Russell 1000 Growth TR
HACAX had a total return of 11.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.85%.
