Nasdaq
USD
Harbor Capital Appreciation Inv (HCAIX)
109.78
-0.87
(-0.79%)
At close: 8:07:10 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.01% |
|---|---|
| 5y Average Return | 7.50% |
| Number of Years Up | 19 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 30, 2026) | 53.87% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 53.87% |
| Worst 3Y Total Return | 3.08% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
HCAIX
Category
- YTD
- 9.74%
- 0.00%
- 1-Month
- 1.77%
- 0.00%
- 3-Month
- 4.91%
- 0.00%
- 1-Year
- 10.53%
- 0.00%
- 3-Year
- 23.46%
- 0.00%
- 5-Year
- 10.07%
- 0.00%
- 10-Year
- 16.90%
- 0.00%
- Last Bull Market
- 15.51%
- 0.00%
- Last Bear Market
- -25.54%
- 0.00%
Annual Total Return (%) History
Year
HCAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-11.02% | 17.56% | 4.91% | -- |
|
2025
|
-10.15% | 19.48% | 5.02% | 0.72% |
|
2024
|
13.62% | 6.40% | 1.32% | 6.13% |
|
2023
|
18.20% | 15.60% | -3.51% | 16.19% |
|
2022
|
-13.68% | -25.54% | -1.90% | -1.58% |
|
2021
|
-3.48% | 13.43% | 0.31% | 4.91% |
|
2020
|
-11.90% | 34.15% | 15.72% | 12.51% |
|
2019
|
17.46% | 2.92% | -2.20% | 12.31% |
|
2018
|
4.24% | 6.24% | 6.60% | -16.48% |
|
2017
|
10.55% | 5.91% | 8.51% | 7.11% |
Rank in Category (By Total Return)
| YTD | 47 |
| 1-Month | 46 |
|---|---|
| 3-Month | 10 |
| 1-Year | 49 |
| 3-Year | 52 |
| 5-Year | 62 |
Load Adjusted Returns
| 1-Year | 10.53% |
| 3-Year | 23.46% |
|---|---|
| 5-Year | 10.07% |
| 10-Year | 16.90% |
Performance & Risk
| YTD Return | 6.01% |
| 5y Average Return | 7.50% |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Harbor Capital Advisors Inc |
| Net Assets | 25.34B |
| YTD Return | 9.74% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2002 |
Fund Summary
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. The stocks of mid and large cap companies in the fund's portfolio are those the Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
