About HNACX
Harbor Capital Appreciation Fund Retirement Class is an actively managed mutual fund focused on long-term capital growth through investment in equity securities, primarily common and preferred stocks of U.S. companies with market capitalizations of at least $1 billion. The fund emphasizes large-cap growth, seeking companies that exhibit above-average earnings growth prospects and sustainable competitive advantages. It is managed by Jennison Associates LLC, leveraging their decades of research-driven expertise and engagement with company management to identify structural growth opportunities and market inefficiencies. The portfolio typically concentrates on industries at the forefront of innovation, with substantial allocations to technology, consumer cyclical, and communication services sectors. Notably, over half its assets are invested in its top ten holdings, including leading firms such as NVIDIA, Amazon.com, Microsoft, Apple, and Meta Platforms. With the ability to invest up to 20% in foreign equities, the fund maintains diversification while primarily focusing on U.S. large-cap growth stocks. Harbor Capital Appreciation Fund Retirement Class is designed to serve investors seeking capital appreciation through exposure to leading growth companies over the long term.
Fund Family Harbor Capital Advisors Inc
Category Large-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HNACX
Share Class Retirement Class
Index Russell 1000 Growth TR
HNACX had a total return of 12.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.96%.
