Harbor Capital Appreciation Instl
111 South Wacker Drive 34th Floor Chicago, IL 60606-4302
Map
Phone: 800-422-1050
| Category: | Large Growth | | Fund Family: | Harbor | | Net Assets: | 7.16B | | Year-to-Date Return: | 30.04% | | Yield: | 0.52% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-87 |
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Spiros Segalas
Lead Manager since
01-May-90 | | | Segalas is the founding director and chief investment officer of Jennison Associates Capital Corporation. He began his investment career as a research analyst with Bankers Trust Company in 1960. Segalas subsequently was promoted to vice president and manager. He served two years as a naval officer and has held several positions in the shipping industry. Segalas is a member of the New York Society of Security Analysts. |
| Min Initial Investment: | $50,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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 and considered to have above average prospects for growth. It may invest up to 20% of assets in the securities of foreign issuers, including issuers located or doing business in emerging markets. |
| Last Dividend
(19-Dec-08):
| 0.16 | | Last Cap Gain
(21-Dec-00):
| 6.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | HACAX | Category
Avg | | Total Expense Ratio: | 0.70%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 224 | $672 | | 5 Yr Expense Projection*: |
$ 390 | $1,053 | | 10 Yr Expense Projection*: |
$ 871 | $2,074 |
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0.34% Nasdaq 0.00%
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