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 146 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2011-05-02.

HACSX performance shows a YTD return of 14.11%. The 1-year return is 24.15% and the 5-year return is 7.67%. HACSX dividend yield stands at 1.90%, paid quarterly.

HACSX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.8%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (2.1%), Boeing Co 6 10/15/2027 (2.0%), Coreweave Inc Company Guar 144A 10/32 1.75 1.75 (1.8%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (1.4%). 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.