HCAIX Rating, Research - Harbor Capital Appreciation Inv

Harbor Capital Appreciation Inv (hcaix)

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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 = 241

Threats + Weaknesses = 139

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

Fund Management Team

Fund Description Update

Harbor Capital Appreciation Inv (HCAIX) Description: HCAIX is a mutual fund, which is an investment that owns a basket of assets. The HCAIX 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. HCAIXs minimum initial investment amount is $2500 while the IRA minimum is $1000. HCAIXs expense ratio is roughly 1%. The latest HCAIXs front end load was 0% and the back end load was 0%. The Harbor Capital Appreciation Inv (HCAIX) mutual fund falls under the large-cap growth category. HCAIX focuses its investments in USA and HCAIX is not affiliated with a particular industry or fund sector. The Harbor Capital Appreciation Inv (HCAIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HCAIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HCAIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests mainly in stocks (see stock research) of U.S. companies, emphasizing those companies with financial results which the Advisor believes will evolve materially better than consensus expectations. It invests at least 80% of assets in stocks (see stock research) and may invest in publicly-traded companies of any size and in foreign companies.

Management Analysis Update

Harbor Capital Appreciation Inv's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update