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Harbor Capital Appreciation Instl (HACAX)

104.44 -0.43 (-0.41%)
At close: 8:06 AM EDT

Fund Summary

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 Subadvisor expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 54.43%
Worst 1Y Total Return --
Number of Years Up 28
Number of Years Down 8

Performance & Risk

YTD Return 8.24%
5y Average Return 15.26%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HACAXCategory AverageHACAXCategory AverageHACAXCategory Average
Alpha -2.87 0.03 0.73 0.04 1.23 0.01
BETA 1.23 0.01 1.16 0.01 1.15 0.01
Mean Annual Return 0.98 0.02 1.56 0.02 1.37 0.01
R-squared 79.82 0.89 80.18 0.87 80.16 0.87
Standard Deviation 24.2 0.2 23.87 0.16 19.46 0.15
Sharpe Ratio 0.37 0.01 0.7 0.01 0.77 0.01
Treynor Ratio 5.11 0.21 12.89 0.21 12.24 0.15

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