Harbor Capital Appreciation Adm (hrcax)
Last Updated by Anonymous | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Harbor Capital Appreciation Adm (HRCAX) Description: HRCAX is a mutual fund, which is an investment that owns a basket of assets. The HRCAX 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 average fund size classification. HRCAXs minimum initial investment amount is $50000 while the IRA minimum is $50000. HRCAXs expense ratio is roughly 1%. The latest HRCAXs front end load was 0% and the back end load was 0%. The Harbor Capital Appreciation Adm (HRCAX) mutual fund falls under the large-cap growth category. HRCAX focuses its investments in USA and HRCAX is not affiliated with a particular industry or fund sector. The Harbor Capital Appreciation Adm (HRCAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HRCAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HRCAXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks capital appreciation. The fund normally invests at least 90% of total assets in equity securities (see equity research) and at least 80% of assets in the largest 1,000 companies domiciled in the United States. Its investments in these companies are primarily in equity securities (see equity research) of such companies, such as common and preferred stock and securities convertible into common stock. The fund focuses on companies that show superior prospects for earnings growth. It avoids companies with excessive levels of debt. The fund may also invest in foreign securities that are traded on domestic U.S. exchanges.
Post preview:
Close preview