HRCAX - Harbor Capital Appreciation Admin

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Harbor Capital Appreciation Admin

Harbor Funds

111 South Wacker Drive,34th Floor

Chicago, IL 60606-4302

800-422-1050
Management Information
Spiros “Sig” A. Segalas,Lead Manager since April 30, 1990
Spiros "Sig" Segalas is one of the founders of Jennison Associates. In addition to managing institutional portfolios, he has managed the Harbor Capital Appreciation Fund since May 1990. He is also co-manager of the Prudential Jennison Blend Fund, Prudential Jennison Growth Fund, Prudential Jennison 20/20 Focus Fund, and the Prudential Jennison Select Growth Fund. Sig and his Large Cap Growth team have received numerous industry accolades over the years. Sig began his investment career as a research analyst with Bankers Trust Company in 1960 and was responsible for technology, aerospace, and conglomerate securities. In 1963, he was appointed group head of the technology group; in 1967, he was asked to manage a newly introduced commingled emerging growth fund, The Supplemental Equity Fund, for the bank's institutional clients. He was also appointed to the bank's investment policy group. Sig received a BA from Princeton University, after which he served as an officer in the US Navy. He also spent some time in the shipping and construction industries before joining Bankers Trust.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyHarbor
Net Assets29.54B
YTD Return6.30%
Yield0.00%
Morningstar Rating★★★★
Inception DateOct 31, 2002

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover52.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHRCAXCategory Average
Annual Report Expense Ratio (net)0.90%1.08%
Prospectus Net Expense Ratio0.91%N/A
Prospectus Gross Expense Ratio0.96%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.59%
3 Yr Expense Projection301N/A
5 Yr Expense Projection526N/A
10 Yr Expense Projection1,173N/A