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Harbor capital appreciation fund prospectus

WebThe fund seeks long-term capital appreciation by investing primarily in common stocks. It may also hold fixed income and other securities to help preserve principal value. ... For a … Websummary prospectus, if available, carefully before investing. It is possible to lose money when investing in securities. ... Harbor Capital Appreciation Fund Institutional Class: A …

Harbor Capital Appreciation Fund Institutional Class HACAX

Web497K 1 d639175d497k.htm HARBOR CAPITAL APPRECIATION FUND ... Harbor Capital Appreciation Fund. Summary Prospectus – March 1, 2014 : Institutional Class HACAX. Administrative Class HRCAX. Investor Class HCAIX . Before you invest, you may want to review the Fund’s prospectus, which contains more information about the Fund and its … WebApr 6, 2024 · Harbor Capital Appreciation Retirement (HNACX) 73.74 +0.19 (+0.26% ... Prospectus Objective: Growth: Fund Owner Firm Name: Harbor: Prospectus Benchmark Index: Russell 1000 Growth TR USD: 100.0%: Broad Asset Class Benchmark Index ^SPXTR: 100.0%: Manager Tenure: Kathleen McCarragher: thinker again https://billmoor.com

Harbor Funds

WebHarbor Capital Appreciation Fund Institutional Class A Mutual Fund First Quarter 2024 Fund Fact Sheet. Key Facts. Investment Advisor; Harbor Capital Advisors Inc; Asset Class: Large Cap - Growth; Primary Index: Russell 1000 Growth Index; Net Assets: Inception Date: 12/29/1987; Ticker: HACAX; Gross Expense Ratio: 0.71%; WebReturns for periods less than one year are not annualized. Current performance may be higher or lower and is available through the most recent month end at harborcapital.com … WebFeb 28, 2024 · 3 Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). Rank Within Morningstar Category 1 (Total Return %)2 as of 02/28/2024. 1 Compares this fund's total annual return with that of other funds in the … thinker alpha centauri github

HACAX Performance & Stats Harbor Capital Appreciation Instl - YCharts

Category:HCAIX - Harbor Capital Appreciation Fund Investor Class

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Harbor capital appreciation fund prospectus

Harbor Capital Appreciation Fund Institutional Class

WebMar 31, 2024 · Fund Strategy. The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. … WebThe prospectus, and if available the summary prospectus, contain complete information about the investment options available through your plan. Please call ... Harbor Capital …

Harbor capital appreciation fund prospectus

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WebHarbor Capital Appreciation Fund Jennison Associates LLC Subadvisor Since 05/01/1990 CHARACTERISTICS & ALLOCATION As of 12/31/2024 Portfolio Characteristics Portfolio Benchmark Number of Holdings 56 512 Price/Book Ratio 10.30 10.30 Adjusted Trailing P/E Ratio 30.30 25.80 % EPS Growth - Past 3 Yr 24.40 22.60 WebProspectus, or the Tax Center for general tax information about Harbor Funds. ... Harbor Capital Appreciation (Institutional) $ -$ $65.46 Harbor Capital Appreciation …

WebFeb 28, 2024 · 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 ... http://personal.fidelity.com/products/funds/mfl_frame.shtml?411511819&wlwl=fundResearch#!

Webor accompanied by the current prospectus. Prospective investors should carefully consider the investment objectives, risks, charges and expenses of a Harbor Fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing. Table ... WebJul 1, 2013 · Harbor Capital Appreciation Fund . Dear Sirs: ... The net assets of the Fund are valued in the manner specified in the Fund’s Prospectus and Statement of Additional Information by the Fund’s custodian. If determination of the value of net assets is suspended for any particular business day, then for the purposes of this paragraph 4, the ...

WebFeb 10, 2024 · Harbor Launches First CIT. February 10, 2024 at 11:09 am. Harbor Capital Advisors, Inc. (“Harbor Capital”), the investment adviser to Harbor’s actively managed investment solutions, is excited to announce the expansion of its vehicle offering with the launch of the firm’s first Collective Investment Trust (CIT).

WebDistributed by Harbor Funds Distributors, Inc. Investors should carefully consider the investment objectives, risks, charges and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information is available at harborcapital.com or call 800-422-1050. Read it carefully before investing. thinker america saWebSummary Prospectus Harbor Capital Appreciation Fund. Market and Issuer Risk: Securities markets are volatile and can decline significantly in response to adverse market, economic, political, regulatory or other developments, which may lower the value of securities held by the Fund, sometimes rapidly or unpredictably. Additionally, an adverse ... thinker academy reviewWebJan 29, 2024 · Azoury says another mutual fund that expanded its Tesla holdings is the Harbor Capital Appreciation Fund . For this $42 billion fund, Tesla is the third-largest holding, at 6.7% of net assets, behind Amazon and Apple. HCAIX is an aggressive growth fund that looks for catalysts expected to drive long-term growth rates. thinker alteringWebMar 1, 2024 · Summary Prospectus Harbor Capital Appreciation Fund. Average Annual Total Returns — As of December 31, 2024 One Year : Annualized Inception Date : Five … thinker americanWebApr 6, 2024 · Fees & Availability. The investment seeks long-term growth of capital. 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 ... thinker analytix loginWebProspectus, or the Tax Center for general tax information about Harbor Funds. ... Harbor Capital Appreciation (Institutional) $ -$ $65.46 Harbor Capital Appreciation (Administrative) $ - $62.90 Harbor Capital Appreciation (Investor) $ -$ $60.55 ... Harbor International Fund, for which the Net Asset Values Per Share is as of . November 9, … thinker analytixWebMar 31, 2024 · Harbor Capital Appreciation Fund Investor Class. -18.71%. 6.82%. 7.83%. 12.94%. 11.08%. Russell 1000 Growth. Russell 1000 Growth. The Russell 1000 ® Growth Index is an unmanaged market capitalization-weighted index of growth-oriented stocks of the largest U.S. domiciled companies that are included in the Russell 1000 Index. thinker ancient ceramic