HCAIX Mutual Fund

HCAIX Mutual Fund (Harbor Capital Appreciation Fund Investor Class) is managed by Harbor Funds with $215.8M in net assets. HCAIX expense ratio is 1.01%, holding 53 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2002-11-01.

HCAIX performance shows a YTD return of 8.06%. The 1-year return is 12.01% and the 5-year return is 14.23%. HCAIX dividend yield stands at 11.66%, paid annually.

HCAIX top holdings include Nvidia Corp (10.5%), Apple, Inc (7.4%), Microsoft Corp (6.2%), Broadcom Inc (5.8%), Amazon.Com Inc (5.5%). Go to all HCAIX holdings, HCAIX sectors, or HCAIX dividends.

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