HACSX Mutual Fund

HACSX Mutual Fund (Harbor Ares Systematic Convertible Securities Fund Institutional Class) is managed by Harbor Funds with $22.5M in net assets. HACSX expense ratio is 0.71%, holding 204 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2011-05-02.

HACSX performance shows a YTD return of 13.81%. The 1-year return is 21.85% and the 5-year return is 7.45%. HACSX dividend yield stands at 1.90%, paid quarterly.

HACSX top holdings include Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (3.5%), Western Digital Corporation 3% Nov 15, 2028 (3.4%), The Boeing Co., Preferred 6.00% (2.1%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.8%), Bloom Energy Corporation 144A 0% Nov 15, 2030 (1.6%). Go to all HACSX holdings, HACSX sectors, or HACSX dividends.

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