About HRCAX
The Harbor Capital Appreciation Fund Administrative Class is an actively managed mutual fund focused on achieving long-term capital growth. This fund primarily invests in equity securities, predominantly common and preferred stocks of large and mid-sized U.S. companies with market capitalizations of at least $1 billion at purchase. The management team employs in-depth fundamental research to identify companies with strong competitive advantages and potential for above-average earnings growth over time. Sectors with substantial representation in the portfolio include technology, consumer cyclical, communication services, healthcare, and financial services. Notable holdings typically feature industry leaders such as NVIDIA, Amazon, Microsoft, Apple, and Meta Platforms, with the top ten stocks often comprising more than half of total assets. The fund may allocate up to 20% of its assets to foreign securities, which can include companies operating in emerging markets. With its focus on growth equities and a rigorous, research-driven investment process, the Harbor Capital Appreciation Fund Administrative Class plays a significant role for investors seeking exposure to U.S. large-cap growth opportunities within a diversified mutual fund structure.
Fund Family Harbor Capital Advisors Inc
Category Large Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HRCAX
Share Class Administrative Class
Index Russell 1000 Growth TR
HRCAX had a total return of 33.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.59%.
