HACAX Mutual Fund

HACAX Mutual Fund (Harbor Capital Appreciation Fund Insti Cl) is managed by Harbor Funds with $14.74B in net assets. HACAX expense ratio is 0.67%, holding 45 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1987-12-29.

HACAX performance shows a YTD return of 4.63%. The 1-year return is 8.34% and the 5-year return is 8.81%. HACAX dividend yield stands at 10.78%, paid annually.

HACAX top holdings include Nvidia Corp. (10.1%), Apple, Inc (7.5%), Broadcom Inc (6.6%), Amazon.Com Inc (6.4%), Microsoft Corp 4.100 Feb 06 37 (5.8%). Go to all HACAX holdings, HACAX sectors, or HACAX dividends.

HACAX can be compared against other funds. Use HACAX overlap to find shared positions, or HACAX vs another fund for a side-by-side view. HACAX alternatives are available via the screener, along with tax-loss harvesting opportunities.