HACAX Rating, Research - Harbor Capital Appreciation Instl

Harbor Capital Appreciation Instl (hacax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 165

Threats + Weaknesses = 119

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hacax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Harbor Capital Appreciation Instl (HACAX) Description: HACAX is a mutual fund, which is an investment that owns a basket of assets. The HACAX mutual fund was provided by Harbor and this investment vehicle derives the majority of its value from equity holdings (stocks). Harbors mutual fund has a long management tenure and is in the large fund size classification. HACAXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HACAXs expense ratio is roughly 1%. The latest HACAXs front end load was 0% and the back end load was 0%. The Harbor Capital Appreciation Instl (HACAX) mutual fund falls under the large-cap growth category. HACAX focuses its investments in USA and HACAX is not affiliated with a particular industry or fund sector. The Harbor Capital Appreciation Instl (HACAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HACAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HACAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) issued by science and technology companies in all market capitalization ranges. It invests up to 25% of net assets in stocks (see stock research) of issuers in emerging market countries. The fund invests primarily in equity securities (see equity research) of U.S. and non-U.S. companies in all capitalization ranges. It may invest in shares of companies through initial public offerings (IPOs) and in derivative instruments.

Management Analysis Update

Performance Analysis Update